Getting In the Investing Game

Carrie Schwab-Pomerantz, the daughter of Charles Schwab, is board chair and president of the Charles Schwab Foundation, whose mission is to help people become financially fit through education; senior vice president of Charles Schwab & Co.; and board chair of Schwab Charitable, a donor-advised fund. She has an MBA and is a certified financial planner. During a visit to the Kiplinger offices, she and

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