Schwab MoneyWise ®

Ask Carrie: Insurance

When Does Insurance Make Sense?

by Carrie Schwab-Pomerantz
January 20, 2021

What kind of insurance makes sense? The kind that matches your needs, goals and budget.
It's Open Enrollment: Are You Making the Most of Your Employee Benefits?

by Carrie Schwab-Pomerantz
October 14, 2020

It's Open Enrollment time again. Here's why you shouldn't ignore it.
Paying for Long-Term Care: Explore Your Options

by Carrie Schwab-Pomerantz
September 23, 2020

Whether you purchase long-term care insurance or not, you need to have a long-term care plan.
Protecting Your Family With Life Insurance

by Carrie Schwab-Pomerantz
June 17, 2020

New parents have lots of things on their minds—and life insurance should definitely be one of them. Here's why.
What Do Military Vets Need to Know About Their Finances?

by Carrie Schwab-Pomerantz
May 12, 2020

Veterans often face significant financial challenges as they return to civilian life. Here's how you can help them.
Who Qualifies for Social Security Disability Benefits?

by Carrie Schwab-Pomerantz
March 02, 2020

Social Security disability benefits are paid to millions of Americans—but the process to qualify is lengthy. Don’t delay.
Is Health Insurance Worth the Cost?

by Carrie Schwab-Pomerantz
February 12, 2020

Health insurance is expensive, but not having it could be financially devastating. Know your options.
How Much Insurance Do You Need in Retirement?

by Carrie Schwab-Pomerantz
December 23, 2019

In retirement, some insurance is essential, and some is just a waste of money. Make sure you know the difference.
Are You Prepared for a Financial Emergency?

by Carrie Schwab-Pomerantz
August 21, 2019

Millions of Americans are unprepared for a financial emergency. Carrie provides clear-cut advice for creating a safety net.
A Millennial Asks: Is an HSA a Good Deal?

by Carrie Schwab-Pomerantz
July 03, 2019

For a young person, opting for an HSA has benefits that go beyond health insurance.
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.
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.
What's the Best Way to Compare Job Offers?

by Carrie Schwab-Pomerantz
June 20, 2018

Choosing between job offers? Here's what to look for before making your decision.
65 and Still Working: What to do with Medicare?

by Carrie Schwab-Pomerantz
January 31, 2018

Still working at age 65? That doesn't mean you should ignore Medicare. Get the facts to avoid possible penalties.
It's Open Enrollment: Are You Making the Most of Your Employee Benefits?

by Carrie Schwab-Pomerantz
October 25, 2017

Don't miss out on valuable employee benefits! Use Open Enrollment to fine-tune your choices.
This Halloween, Don't Let These 10 Common Money Mistakes Creep Up On You!

by Carrie Schwab-Pomerantz
October 18, 2017

These 10 money mistakes are all too common. This Halloween, watch out!
Just Starting Out? Take These Seven Steps Toward Financial Independence.

by Carrie Schwab-Pomerantz
June 28, 2017

Financial independence is a long-term effort but it starts right now with a few important steps.
Independent Contractors: Is Your Money Working as Hard as You Are?

by Carrie Schwab-Pomerantz
May 24, 2017

As an independent contractor, you're not only your own boss—you're your own CFO. And there's a lot to think about.
Do You Need Long-Term Care Insurance?

by Carrie Schwab-Pomerantz
July 20, 2016

LTCI can be smart to cover the costs of a long illness—but exercise a healthy dose of due diligence before you buy.
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.

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