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Carrie answers your financial questions.

Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. She answers today's perplexing financial questions every week in her Ask Carrie column.

Carrie answers your financial questions.

Ask Carrie

Should I File for Social Security Now or Later?

You don’t have to file for Social Security the moment you retire. In fact, most people will benefit by waiting.
May 18, 2022
Ask Carrie

Should You Care About Rising Interest Rates?

Will rising interest rates affect you personally? Most likely. No need to panic, but best to be aware.
May 11, 2022
Ask Carrie

Paying for College: Are Scholarships Taxable?

Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.
May 6, 2022
Ask Carrie

529 Accounts: When a Child Doesn’t Go to College

Kid not going to college? Don’t despair. Those 529 assets can be used for a variety of education costs.
May 6, 2022
Ask Carrie

Can You Tactfully Give Mom—or Dad—Financial Help?

Parents may not be comfortable being on the receiving end of financial help, but there's a way to do it tactfully.
May 4, 2022
Ask Carrie

Stock Market Investing Is—and Isn’t—Black & White

The 2022 Schwab-Ariel Black Investor Survey shows both progress and opportunities for addressing wealth inequality.
April 27, 2022
Ask Carrie

Is Rental Income From a Vacation Home Taxable?

Renting out a vacation home part-time can mean extra income. But remember, Uncle Sam wants some of it too!
April 20, 2022
Ask Carrie

How Can We Boost Teens' Financial Literacy?

We've made progress in teaching our nation’s teens about money, but there's much more to do.
April 13, 2022
Ask Carrie

Gig Workers: How Are You Managing Your Money?

As an independent contractor, you're not only your own boss, you're your own CFO. And there's a lot to think about.
April 7, 2022
Ask Carrie

Have You Considered These 4 Retirement Risks?

There are many unknowns when it comes to planning for retirement. Make sure you have a plan to address the biggest risks.
April 7, 2022

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