Schwab MoneyWise ®
Schwab MoneyWise®

Homes and Mortgages

Which Side of the Retirement Savings Statistics Are You On?

by Carrie Schwab-Pomerantz
October 10, 2018

Are you one of the few and fortunate Americans prepared for retirement? Now's the time to find out—and take action.
Tips to Help Young People Turn Financial Optimism Into Positive Action

by Carrie Schwab-Pomerantz
August 22, 2018

While young people today are optimistic about their financial futures, their money habits tell a different story.
Marriage and Money: 12 Questions to Ask Each Other Before Saying I Do

by Carrie Schwab-Pomerantz
May 30, 2018

There are many things to talk about and agree on before you get married and money should be one of them.
Does How You Manage Your Life Affect How You Manage Your Money?

by Carrie Schwab-Pomerantz
May 17, 2018

Life planning and financial planning go hand-in-hand, according to results of the 2018 Schwab Modern Wealth Index.
How Will You Use Your Tax Refund?

by Carrie Schwab-Pomerantz
April 11, 2018

Are you getting a big tax refund this year? Use it wisely—then make sure you don't get one next year.
Have You Made These Foolish Money Mistakes?

by Carrie Schwab-Pomerantz
March 28, 2018

If you've been fooled into making some common money mistakes, you're not alone. Here are real examples to consider.
Five Ways to Keep Your Wedding Budget on Track

by Carrie Schwab-Pomerantz
March 19, 2018

It takes incredible planning to pull off a wedding—often at incredible cost. Here's how to keep things on budget.
Modern Love and Money: Who Picks Up the Check?

by Carrie Schwab-Pomerantz
February 07, 2018

Who pays on the first date? Who pays after that? Love and money can be tricky today, but some rules still apply.
Can You Use IRA Assets to Purchase a Retirement Home? Should You?

by Carrie Schwab-Pomerantz
October 04, 2017

You can use IRA assets to purchase a retirement home, but make sure it makes financial sense.
Does Marriage Bring Financial Benefits?

by Carrie Schwab-Pomerantz
September 13, 2017

While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
What Is Wealth Part 2: How Important Is a Financial Plan?

by Carrie Schwab-Pomerantz
August 16, 2017

Putting off financial planning because it's too complicated? Here are three progressive steps to help you get started.
Are You Ready to Invest?

by Carrie Schwab-Pomerantz
June 21, 2017

Investing begins with thoughtful answers to some important questions—whether online or in person.
Does It Make Sense to Pay Off Your Mortgage?

by Carrie Schwab-Pomerantz
June 01, 2016

Whether or not to pay off your mortgage before you retire is a balance of practical considerations and peace of mind.
Retirement Cash Reserves: What About a HELOC?

by Carrie Schwab-Pomerantz
September 02, 2015

A HELOC is great to cover the unexpected, but when it comes to retirement cash reserves, you need to plan ahead.
Is Downsizing the Right Move for You?

by Carrie Schwab-Pomerantz
January 15, 2014

Thinking of downsizing? It's great to sell your home when prices are up, but that's not the only consideration.

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