Schwab MoneyWise ®

Ask Carrie: Couples and Families

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.
Tips for Helping Elderly Parents With Their Finances

by Carrie Schwab-Pomerantz
September 25, 2019

Talking to elderly parents about their finances and future care can be sensitive but essential. Here's how to start.
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.
Can I Give Stock as a Gift?

by Carrie Schwab-Pomerantz
November 28, 2018

Giving a gift of stock is simple in practice, but there are tax issues and more to consider first.
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.
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.
Do You Want to Leave an IRA to Your Grandchildren?

by Carrie Schwab-Pomerantz
November 29, 2017

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

by Carrie Schwab-Pomerantz
January 13, 2016

Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
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.
This Is What Marriage Equality Looks Like—For Your Finances

by Carrie Schwab-Pomerantz
August 05, 2015

Now that the Supreme Court has legalized same-sex marriage nationwide, it's essential for new couples to familiarize themselves with the financial benefits of marriage.
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.
What Financial Steps Should You Take When a Spouse Dies?

by Carrie Schwab-Pomerantz
June 04, 2014

There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.

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