Money Talk: Where personal finance gets personal.
Managing your money can be complicated. That's why we're here to help. No matter how much or how little you know about money, our team of certified financial experts offer insights to help you move your financial life forward.
Carrie answers your financial questions.
Diversification 101: Lessons from My Air Jordans
My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.
September 13, 2023
4 Steps to Smart Medicare Decisions
There's more to enrolling in Medicare than just turning 65. Make these Medicare decisions ahead of time—then celebrate.
August 30, 2023
Student Loan Payments are Back: 5 Ways to Prepare
Ready to face the return of student loan repayments? Conquer your budget by tracking expenses, cutting back on non-essentials, and balancing debt payment with retirement savings.
August 16, 2023
Dos and Don'ts When You Get an Inheritance
If you receive a sudden windfall, take time to review your financial picture before you start spending.
August 2, 2023
Should Gig Workers Use a Roth IRA?
Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.
July 19, 2023
Multigenerational Living and Your Money
Open and honest communication can help you go into multigenerational living with your eyes wide open.
July 5, 2023
Your Mid-Year Money Check-Up
Are you on track to meet your financial goals? Follow these five steps to find out.
June 14, 2023
Money Talk: Our Experts Get Personal About Finances
Saying farewell to Ask Carrie: passing the torch to Money Talk.
June 7, 2023
A Fond Farewell
Carrie Schwab-Pomerantz reflects on her time working at Charles Schwab and shares parting words as she enters her second act.
May 24, 2023
Feeling Stuck? Maybe You Need a Freedom Fund
Want to make a life change but feel you can't financially? Start a freedom fund.
May 9, 2023