Schwab MoneyWise ®

Ask Carrie: Couples and Families

Is Investing in the Stock Market Gambling?

by Carrie Schwab-Pomerantz
February 17, 2021

Slick trading screens can make investing seem like a game, but investing and gambling are totally at odds.
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.
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.
In a Year Full of Challenges, How Can We Give Back?

by Carrie Schwab-Pomerantz
December 02, 2020

After an incredibly challenging year, the need for charitable giving is greater than ever. How will you give?
Estate Planning: Transferring Wealth

by Carrie Schwab-Pomerantz
November 30, 2020

Here are five items to consider as you set up your estate plan.
Does It Make Sense to Buy Your First Home While You're in the Military?

by Carrie Schwab-Pomerantz
November 11, 2020

A VA mortgage can make it easier for service members to buy a first home, but it's still a complicated decision.
Is Your Financial "Go Bag" Packed and Ready?

by Carrie Schwab-Pomerantz
October 21, 2020

Being prepared in advance for a catastrophic emergency is essential—and that includes a financial "go bag."
Is a Reverse Mortgage Right for You?

by Carrie Schwab-Pomerantz
September 16, 2020

A reverse mortgage could help you "age in place," but it's essential to weigh the benefits, costs and risks.
Are You Making the Most of Your Charitable Donations?

by Carrie Schwab-Pomerantz
August 07, 2020

You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.
Does Marriage Bring Financial Benefits?

by Carrie Schwab-Pomerantz
August 04, 2020

While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
Do You Want to Leave an IRA to Your Grandchildren?

by Carrie Schwab-Pomerantz
July 07, 2020

Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
What's the Best Way to Choose a Guardian for Your Kids?

by Carrie Schwab-Pomerantz
June 09, 2020

Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
Ordinary Ways to Give Back During Extraordinary Times

by Carrie Schwab-Pomerantz
April 29, 2020

From small personal gestures to larger contributions, if you want to give back, now is a perfect time.
Should You Refinance Your Mortgage?

by Carrie Schwab-Pomerantz
April 15, 2020

Falling interest rates may have you thinking about refinancing your mortgage but here's what else to consider.
What Financial Steps Should You Take When a Spouse Dies?

by Carrie Schwab-Pomerantz
December 24, 2019

There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.
Money and Relationships: How Financial Literacy Can Help

by Carrie Schwab-Pomerantz
December 18, 2019

Do you and your partner have the same financial know-how? Here's why you should.
Can You Give Stock as a Gift? Should You?

by Carrie Schwab-Pomerantz
December 11, 2019

Giving stock can be both a financial gift and a personal finance lesson. But get the details first.
How Do Social Security Survivor Benefits Add Up?

by Carrie Schwab-Pomerantz
October 16, 2019

When both spouses collect Social Security, does a surviving spouse get both? Unfortunately no.
A Father’s Day Financial Checklist for New Dads (and Moms)

by Carrie Schwab-Pomerantz
June 12, 2019

Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.
Are You Fooling Yourself When It Comes to Money?

by Carrie Schwab-Pomerantz
March 27, 2019

This April Fools' Day make sure you're not making some common—but foolish—money mistakes.
Have You Taken Care of Your Estate Planning Basics?

by Carrie Schwab-Pomerantz
March 20, 2019

Creating a basic estate plan doesn't have to be a chore. It generally takes four basic documents and some soul searching.
Elder Fraud: When Someone You Trust Betrays You

by Carrie Schwab-Pomerantz
November 07, 2018

More often than not, perpetrators of elder financial exploitation are someone the senior loves and trusts.
Do Your Folks Have an Advance Healthcare Directive? Do You?

by Carrie Schwab-Pomerantz
October 03, 2018

Having an advance healthcare directive on file with your doctor and hospital is a wise move no matter your age.
Is Interest on a HELOC Still Tax-Deductible?

by Carrie Schwab-Pomerantz
July 18, 2018

Interest on a HELOC may still be tax-deductible, but there are new laws and limits.
The Financial Side of Remarrying Later in Life

by Carrie Schwab-Pomerantz
April 18, 2018

Joining your lives and your money when you’re older—especially in a second marriage—can be complicated. Plan ahead.
Navigating the Financial Aspects of Funeral Planning

by Carrie Schwab-Pomerantz
February 16, 2018

Navigating the financial details of funeral planning.
Ten Simple Steps for Financial Success in the New Year

by Carrie Schwab-Pomerantz
January 03, 2018

It's great to have plans for 2018. It's even better to set a financial foundation so you can make them a reality.
Planning a Funeral: What Are the Financial Decisions You Need to Make?

by Carrie Schwab-Pomerantz
October 11, 2017

After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.
Want to Pass on Your Values as Well as Your Assets? Consider an Ethical Will.

by Carrie Schwab-Pomerantz
December 14, 2016

An ethical will isn't legally binding but it could be an important—and personally valuable—part of your legacy.
What's the Best Life Insurance Policy for a Young Family?

by Carrie Schwab-Pomerantz
October 28, 2015

Life insurance can be complicated, but the choices for a young family can be simple and straightforward.
What Is a Living Trust? Do You Need One?

by Carrie Schwab-Pomerantz
September 09, 2015

A living trust isn't a necessity for everyone but it can be a smart way to protect yourself and your heirs.
Suddenly Alone—Where Can You Turn for Help?

by Carrie Schwab-Pomerantz
June 10, 2015

It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.

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