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        • TEACHING KIDS

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  • Foundation
      • FOUNDATION
      • Moneywise America

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

Getting our Youth on the Road to Financial Literacy

by Carrie Schwab-Pomerantz
September 15, 2021
There's an urgent need to educate our kids about money. Join us as we launch our new financial literacy program.
Ask Carrie

Can I Open a Roth for My Teen?

by Carrie Schwab-Pomerantz
September 8, 2021
A custodial IRA can be a great way to teach a teen to save for the future—and manage money wisely in the present.
Ask Carrie

Can Long-Term Partners Get Social Security Spousal and Survivor Benefits?

by Carrie Schwab-Pomerantz
August 25, 2021
Unmarried partners generally can't qualify for spousal and survivor benefits, but there are other ways to protect each other.
Ask Carrie

Can You Fund an IRA with Alimony or Child Support?

by Carrie Schwab-Pomerantz
July 28, 2021
You can't fund an IRA with child support—or even alimony if divorced after 2018—but you can still invest it wisely.
Ask Carrie

Can We Afford Fertility Treatments?

by Carrie Schwab-Pomerantz
June 16, 2021
Having a child is a big financial decision. Needing fertility treatments means even more careful financial planning.
Ask Carrie

What's the Best Way to Help an Elderly Parent with Their Finances?

by Carrie Schwab-Pomerantz
June 9, 2021
Helping a financially vulnerable elderly parent can be a delicate balance. Here's why and what you can do.
Ask Carrie

Are You Thinking of Switching from a Full-Time Job to Full-Time Parent?

by Carrie Schwab-Pomerantz
May 5, 2021
Leaving your job to be a full-time parent has emotional, professional and financial implications. Be prepared.
Ask Carrie

Rules of Engagement: How to NOT Fight with Your Fiancé About Money

by Carrie Schwab-Pomerantz
February 10, 2021
Do you and your partner argue about money? Many couples do. Here's a way to keep things under control.
Ask Carrie

College Ahead: How Can I Improve My Child’s Chances for Financial Aid?

by Carrie Schwab-Pomerantz
January 27, 2021
Being strategic now can help increase your chances of securing college financial aid.
Ask Carrie

Give Your Family the Gift of Financial Conversation This Holiday Season

by Carrie Schwab-Pomerantz
December 16, 2020
Talking with your family about financial challenges can lead to a more secure and emotionally closer New Year.

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  • About the Foundation
    • Foundation
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  • Ask Carrie
    • Ask Carrie
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    • About Carrie
  • Essentials
  • My Life
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The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

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