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As chief strategist/consumer education for Charles Schwab & Co. Inc., Schwab Pomerantz is a leading advocate for individual investors. She speaks and writes extensively about personal finance issues and is a driving force in the movement to improve financial literacy in America. As president of the Charles Schwab Foundation, she also oversees the company's philanthropic strategy and resources.
With her father, company founder, chairman and CEO Charles R. Schwab, Schwab Pomerantz co-authored "It Pays to Talk: How to Have the Essential Conversations With Your Family About Money and Investing," which Publishers Weekly called "a well-rounded primer that provides one-stop shopping for the many phases of financial understanding and planning."
Schwab Pomerantz is a sought-after speaker whose public appearances have included appearances on "The Today Show," CNBC and NPR. In 2001, Working Woman magazine recognized her as one of four “Market Movers” in America who are “rewriting the rules of finance,” and she was also recognized as one of the “25 power Elite” in the financial services industry by Investment News. For four consecutive years, The San Francisco Business Times has named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business.
A graduate of the University of California, Berkeley, with a bachelor’s degree in Political Science, Schwab Pomerantz later earned a master’s degree in business administration from George Washington University. She holds NASD Series 7, 63 and 8 registrations.
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Carrie Schwab Pomerantz (May 15, 2013)
Dear Carrie, My 4-year old loves to bring the money she gets from her grandparents to the store to buy treats. I don't have the heart to tell her when she doesn't... more
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Carrie Schwab Pomerantz (May 02, 2013)
Dear Carrie, I'm in my late-30s and trying to dig out from a mountain of debt (school loans, car loan, credit cards). What makes it so hard is that I have two young kids, and... more
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Carrie Schwab Pomerantz (Apr 24, 2013)
Dear Carrie, My husband and I have been together for five years and are now in our mid-twenties. We've never bothered to save before and our debt is rising a... more
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Carrie Schwab Pomerantz (Apr 18, 2013)
Dear Carrie, My fiance and I are both in our mid-30s, so we've each had time to accumulate some assets. I'm thinking we should have a prenuptial agreement, but he... more
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Carrie Schwab Pomerantz (Apr 11, 2013)
Dear Carrie, I'm a divorced mom with a 16-year-old son who is starting to look at colleges. His father and I were pretty good about saving money for his college, but... more
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Carrie Schwab Pomerantz (Apr 06, 2013)
Dear Carrie, My parents are in their 70s and sometimes need my help to pay medical, as well as other bills. This is starting to mount up. I can't claim them as... more
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Carrie Schwab Pomerantz (Mar 27, 2013)
Dear Carrie, Last year I loaned my brother $10,000 when he lost his job. We created a loan document with a payment schedule, but even though he's back at work he... more
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Carrie Schwab Pomerantz (Mar 23, 2013)
Dear Carrie, I always put off doing my taxes until the last minute and then I'm never sure if I'm doing them right. How can I make this process less painful? --A... more
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Carrie Schwab Pomerantz (Mar 14, 2013)
Dear Carrie, I'm a sophomore in college and would like to start some kind of financial plan to help protect me in the future. What's the best kind of investment at... more
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Carrie Schwab Pomerantz (Mar 07, 2013)
Dear Carrie, How can I figure out the tax benefit of my charitable contributions? --A Reader
Dear Reader, It feels great to give. It can feel even better if your... more
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Carrie Schwab Pomerantz (Feb 27, 2013)
Dear Carrie, My wife has a 401(k) from her last job that she left in 1997. It's just sitting in cash. What can we do with it now? Can we roll it over into a Roth IRA... more
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Carrie Schwab Pomerantz (Feb 21, 2013)
Dear Carrie,
Two and a half years ago, my husband and I moved from a home we had owned and lived in for 10 years. At that time, we bought a new house and have been... more
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Carrie Schwab Pomerantz (Feb 14, 2013)
Dear Carrie, I'm the father of three teenage daughters. I've been saving for college since they were babies, so I'm shocked to find myself $100,000 short. How... more
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Carrie Schwab Pomerantz (Feb 07, 2013)
Dear Carrie, My husband and I are in our early 40s with two young kids. We know we should have some sort of estate plan, but it seems like such a chore. Any way to keep it... more
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Carrie Schwab Pomerantz (Jan 30, 2013)
Dear Carrie, I'm 55 and in a position to leave my full-time job and work freelance from home. I'm trying to weigh the financial benefits vs. costs. Any tips? --A Reader... more
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Carrie Schwab Pomerantz (Jan 23, 2013)
Dear Carrie, My sister is contemplating a divorce. She's always worked part-time but has pretty much let her husband handle the money. She also has two kids under 10. I'm... more
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Carrie Schwab Pomerantz (Jan 16, 2013)
Dear Carrie, I'm refining my estate plan and am uncertain about which of my four children to name as executor and trustee. I feel like it should be my oldest son, but my... more
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Carrie Schwab Pomerantz (Jan 09, 2013)
Dear Carrie, My mother, who is in her 70s, has recently been advised by her banker to buy an annuity. I've heard that annuities can be costly and risky. What do you think?... more
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Carrie Schwab Pomerantz (Jan 02, 2013)
Dear Readers, Determined to get your financial house in order this year, but feeling overwhelmed at the thought? You're not alone. Use this checklist to get started -- and... more