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 by Carrie Schwab-Pomerantz November 30, 2020 Here are five items to consider as you set up your estate plan. Ask Carrie Are You Falling for These Financial Tricks? by Carrie Schwab-Pomerantz October 15, 2021 Here are 10 tricks we sometimes play on ourselves when it comes to money—and how to treat yourself better. Ask Carrie What Should I Look for in a New Financial Advisor? by Carrie Schwab-Pomerantz October 13, 2021 Before you hire a financial advisor, it's important to do your homework. Here's where to start.