Carrie Schwab-Pomerantz CFP®, President, Charles Schwab Foundation; Managing Director, Schwab Community Services; Board Chair, Schwab Charitable Recent articles Ask Carrie Estate Planning: Transferring Wealth Here are five items to consider as you set up your estate plan. November 30, 2020 Ask Carrie Should I File for Social Security Now or Later? You don’t have to file for Social Security the moment you retire. In fact, most people will benefit by waiting. May 18, 2022 Ask Carrie Should You Care About Rising Interest Rates? Will rising interest rates affect you personally? Most likely. No need to panic, but best to be aware. May 11, 2022
