Carrie Schwab-Pomerantz | The Epoch Times

Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz, a certified financial planner, is president of the Charles Schwab Foundation and author of "The Charles Schwab Guide to Finances After Fifty."

Looking for a Way to Invest According to Your Values?

Dear Carrie: I’m fairly new to investing and want to choose companies that support causes I care about—such ...

Advice February 10, 2021
College Ahead: How Can I Improve My Child’s Chances for Financial Aid?

Dear Carrie: My daughter is starting high school this year, and I’m worried about paying for college. I’ve ...

Advice February 3, 2021
When Does Insurance Make Sense?

Dear Readers: The question posed in the headline is a great one because insurance can be one of ...

Advice January 27, 2021
Put 2021 on the Fast Track With a Financial Fartlek

Dear Readers: Want to try something different in the new year? How about fartlek training? It’s a pretty ...

Advice January 20, 2021
7 Quick Tricks to Set Yourself Up for Financial Success

Dear Readers: We’re now in the mid-January, and do you know what that means? For a lot of ...

Advice January 13, 2021
Are You Ready for a Financially Healthy 2021?

Dear Readers, at the beginning of each new year, I’m filled with a sense of new direction. At ...

Advice January 6, 2021
Raise Your Financial IQ in 2021

Dear Readers: It’s that time again. And while you may have promised yourself to be smarter about your ...

Advice January 6, 2021
Give Your Family the Gift of Financial Conversation This Holiday Season

Dear Readers: If there’s one thing many of us are reluctant to talk about, it’s money. We might ...

Advice December 24, 2020
Want to Create a Retirement Paycheck? Here Are Some Things to Consider

Dear Carrie: I just retired and am trying to figure out how to maximize all of my resources—Social ...

Advice December 16, 2020
In a Year Full of Challenges, How Can We Give Back?

Dear Readers: As I recently wrote, this holiday season is going to be different for a lot of ...

Advice December 10, 2020
Introducing Fractional Shares: A New Way to Get Started Investing

Dear Carrie: I’ve been hearing about fractional shares as a way to invest in the stock market. Can ...

Advice December 2, 2020
Worried About Holiday Spending? This Is a Year to Think Differently

Dear Readers: Like so much in our lives this year, the holidays are going to be different for ...

Advice November 25, 2020
Does It Make Sense to Buy Your First Home While You’re in the Military?

Dear Carrie: I’m one year into my four-year contract with the Army. I currently live off base but ...

Advice November 19, 2020
Older Investors Are Asking: Should I Get Out of Stocks?

Dear Carrie: I’m 70, and like a lot of older investors, I was still heavily invested in the ...

Advice November 12, 2020
How Can I Make the Most of My Stock Options?

Dear Carrie: I recently accepted a position at a small startup, where my salary is about the same ...

Advice November 6, 2020
Is Your Financial ‘Go Bag’ Packed and Ready?

Dear Carrie: I know I need an emergency fund, but with all the disasters happening these days, what ...

Advice October 29, 2020
It’s Open Enrollment: Are You Making the Most of Your Employee Benefits?

Dear Readers: As we approach open enrollment, I’m hoping every single one of you will take the time ...

Advice October 22, 2020
7 Important Questions a Financial Plan Can Help You Answer

Dear Readers: October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, ...

Advice October 14, 2020
Could More Screen Time Give Your Kids a Financial Head Start?

Dear Readers: I have an unusual question for you: If your kids could learn about paying off a ...

Advice October 7, 2020
Paying for Long-Term Care: Explore Your Options

Dear Carrie: My husband and I are curious about long-term care insurance. It all seems so confusing. How ...

Advice September 30, 2020
Is a Reverse Mortgage Right for You?

Dear Carrie: My wife and I are in our 60s and looking at ways to reduce our expenses ...

Advice September 23, 2020
What Should You Do If Your Employer Suspends Your 401(k) Match?

Dear Carrie: My employer recently stopped offering a 401(k) match. I’ve always tried to contribute enough to get ...

Advice September 16, 2020
Americans Want Financial Literacy … Now!

Dear Readers: Today, I’d like to turn the tables and ask you a question: Let’s say you could ...

Advice September 9, 2020
How Do You Recognize Financial Abuse?

Dear Carrie: I’m concerned that my son is in a financially abusive relationship. Because his fiancee claims to ...

Advice August 26, 2020
Are You Planning a Post-Pandemic Wedding?

Dear Carrie: My fiance and I were just starting to plan our wedding when the COVID-19 pandemic hit. ...

Advice August 19, 2020
Do Asset Allocation, Diversification Still Work?

Dear Readers: Here we go again. In early March, the COVID-19 pandemic brought the 11-year bull market to ...

Advice August 12, 2020
Focusing on a Tax Refund? Do Some Tax Planning Instead

Dear Carrie: When I did my taxes this year, I wound up owing a lot to the IRS. ...

Advice August 6, 2020

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