VP - Financial Consultant, Charles Schwab & Co., Inc. For more information and disclosure please visit: aboutschwab.com/social-media…

Joined November 2017
417 Photos and videos
If you're dreading the holiday buying frenzy, here are some ideas on how to give more meaningfully—and more affordably—this season. #AskCarrie schwab.com/resource-center/i…

With the holiday season here, it’s hard not to overspend. Here are a few tips to help resist the temptation of overspending. gobankingrates.com/saving-mo…
Throughout the holiday season, you will likely encounter dozens of appeals for charity. If you decide to give, or if you donate throughout the year, how can you maximize the impact of your gift? schwab.com/resource-center/i…

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Bitcoin and other cryptocurrencies have been growing in popularity, but for those considering investing in them, there are some key things to know first. #crypto schwab.com/resource-center/i…

If you are on the cusp of taking the standard deduction, bunching your charitable contributions could help you maximize your tax benefits. Learn how bunching works with our latest case study: schwabcharitable.org/non-cas…

Michael Iachini joins host Mike Townsend to discuss whether investors can make a profit while also supporting causes they beieve in, and how to determine whether a company truly shares your values. schwab.com/resource-center/i…

Being one's own boss can provide freedom and flexibility—along with complete financial responsibility. Carrie Schwab-Pomerantz shares steps to take to stay on top of finances both short and long term. schwab.com/resource-center/i…

“If holiday spending is important to you, can you find ways to save in other parts of your budget and redirect this to your holiday spending goal?” Amy Richardson certified financial planner with Schwab Intelligent Portfolios Premium forbes.com/advisor/personal-…

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Tax-smart giving strategies can help you maximize your charitable impact. Download the Schwab Charitable Giving Guide to learn more. schwabcharitable.org/maximiz…

Have you heard about environmental, social, and governance (ESG) investing at Schwab? It’s a series of investment vehicles that allows you to make decisions according to your values as well as your risk level. Get all the details at schwab.com/resource-center/i…

In assessments that show women to be less financially literate than men, is that gap due to a lack of knowledge or a lack of confidence? Our latest Financial Decoder podcast takes a deep dive: schwab.com/resource-center/i…

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Just 24 years old at most, Gen Z workers are starting careers at a time of great uncertainty. Guidance in three areas can help de-stress their financial lives and help employers attract and retain Gen Z talent: aboutschwab.com/help-gen-z-w…

Have you ever thought of what Nick Saban, a car dealership, and employee feedback have in common? The answer may not be obvious, but read along as we learn about why soliciting feedback from your employees is so important and how to do it. forbes.com/sites/forbesagenc…

Now's a good time to review your portfolio and overall financial plan to ensure you’re doing all you can to reduce your tax bill. Here are five end-of-year tax-smart tips to consider implementing right now: schwab.com/resource-center/i…

With giving season arriving soon, Schwab Charitable President Sam Kang discusses the favorable giving environment and shares four key strategies donors can use to increase their impact for the remainder of 2021. schwabcharitable.org/content…

I’m proud to share that Schwab was named the Best Wealth Management Solution by 2021 Finovate Awards. Congrats to the team for bringing new ideas to life.informaconnect.com/finovate-…
#GivingTuesday is an opportunity to help transform your community and the world through acts of generosity. Join us by recommending a recurring grant for charities that are most meaningful to you and your family. schwabcharitable.org/grantin…

Whether you are a beginner in the kitchen or a seasoned expert, making a dish for Thanksgiving is something fun for all. Here are 7 recipes to help you plan your menu. I think I like the gravy best, which sounds the most delicious to you? nytimes.com/2021/11/15/dinin…

If you’re considering making year-end charitable contributions to your donor-advised fund, be sure to look at our year-end guidelines to ensure cash and non-cash assets are received before the IRS deadline. schwabcharitable.org/giving-…

With the student loan forbearance program about to end, millions of borrowers will need to restart their payments. If you or someone you know are one of them, read this. #AskCarrie schwab.com/resource-center/i…