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Carrie answers your financial questions.

Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. She answers today's perplexing financial questions every week in her Ask Carrie column.

Carrie answers your financial questions.

Ask Carrie

5 Tips for Holiday Giving With Care, Not Cost

Looking for holiday gifts that don't break the bank? Here are five tips for giving while keeping costs in check.
December 14, 2022
Ask Carrie

Can You Give Stock as a Gift?

Giving stock can be both a financial gift and a personal finance lesson. But get the details first.
November 16, 2022
Ask Carrie

What's the Best Way to Handle a Family Loan?

Family loans require you to listen to both heart and head. Which means open conversations—plus a formal document.
July 13, 2022
Ask Carrie

Suddenly Alone—Where Can You Turn for Help?

It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
June 29, 2022
Ask Carrie

Fighting Financial Fraud and Elder Abuse

We can all take steps to protect ourselves and our loved ones from financial fraud and exploitation.
June 15, 2022
Ask Carrie

Could Your New Grad Use an Extra Finance Lesson?

Your new grad may have learned economic theory, but what about real-world financial management? Here's how to help.
June 8, 2022
Ask Carrie

Say Yes to the Dress… But No to the Rest

Despite pricing and social pressures, you can still have a memorable and beautiful wedding without breaking the bank.
May 25, 2022
Ask Carrie

Can You Tactfully Give Mom—or Dad—Financial Help?

Parents may not be comfortable being on the receiving end of financial help, but there's a way to do it tactfully.
May 4, 2022
Ask Carrie

Do You Want to Leave an IRA to Your Grandchildren?

Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
November 12, 2021
Ask Carrie

College-Bound Student? It’s Time to Fill out the FAFSA®!

Don’t assume you won’t qualify for college financial aid; file the FAFSA® early to maximize your opportunities.
September 22, 2021

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    • About Carrie
  • Essentials
  • My Life
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