Carrie Schwab-Pomerantz CFP®, President, Charles Schwab Foundation; Managing Director, Schwab Community Services; Board Chair, Schwab Charitable Recent articles Ask Carrie Focusing on a Tax Refund? Do Some Planning Instead Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards. February 28, 2023 Ask Carrie Looking for the Best Place to Stash Your Cash? There are many places to stash your cash, but it pays to choose carefully. January 31, 2023 Ask Carrie 10 Steps to Financial Health in the New Year Are you financially ready for the New Year? Here are 10 steps to put you on track toward better financial health all year long, January 3, 2023
