Ask Carrie
Paying for Long-Term Care: Explore Your Options
by Carrie Schwab-Pomerantz
September 23, 2020
Whether you purchase long-term care insurance or not, you need to have a long-term care plan.
by Carrie Schwab-Pomerantz
September 23, 2020
Whether you purchase long-term care insurance or not, you need to have a long-term care plan.
Is a Reverse Mortgage Right for You?
by Carrie Schwab-Pomerantz
September 16, 2020
A reverse mortgage could help you "age in place," but it's essential to weigh the benefits, costs and risks.
by Carrie Schwab-Pomerantz
September 16, 2020
A reverse mortgage could help you "age in place," but it's essential to weigh the benefits, costs and risks.
What Should You Do If Your Employer Suspends Your 401(k) Match?
by Carrie Schwab-Pomerantz
September 09, 2020
A 401(k) offers a lot of benefits, match or no match. Here's what to think about before changing your contribution.
by Carrie Schwab-Pomerantz
September 09, 2020
A 401(k) offers a lot of benefits, match or no match. Here's what to think about before changing your contribution.
Americans Want Financial Literacy… Now!
by Carrie Schwab-Pomerantz
September 02, 2020
A new survey finds that Americans see financial literacy as part of the solution to some of the country’s biggest social issues.
by Carrie Schwab-Pomerantz
September 02, 2020
A new survey finds that Americans see financial literacy as part of the solution to some of the country’s biggest social issues.
529 Accounts: What Happens When Your Child Doesn't Go to College?
by Carrie Schwab-Pomerantz
September 01, 2020
Kid not going to college? Don't despair. Those 529 assets can be used for a variety of education costs.
by Carrie Schwab-Pomerantz
September 01, 2020
Kid not going to college? Don't despair. Those 529 assets can be used for a variety of education costs.
Is Your Mother, Sister, Daughter Investing? Are You?
by Carrie Schwab-Pomerantz
August 26, 2020
In spite of significant gains in education and employment, women still aren't investing aggressively enough. Why?
by Carrie Schwab-Pomerantz
August 26, 2020
In spite of significant gains in education and employment, women still aren't investing aggressively enough. Why?
How Do You Recognize Financial Abuse?
by Carrie Schwab-Pomerantz
August 19, 2020
Financial abuse comes in many guises and can impact men and women alike. Here are some common signs.
by Carrie Schwab-Pomerantz
August 19, 2020
Financial abuse comes in many guises and can impact men and women alike. Here are some common signs.
If You Have a 401(k), Do You Need an IRA, Too?
by Carrie Schwab-Pomerantz
August 13, 2020
While a 401(k) can be the backbone of your retirement plan, there's a good case for having an IRA as well.
by Carrie Schwab-Pomerantz
August 13, 2020
While a 401(k) can be the backbone of your retirement plan, there's a good case for having an IRA as well.
Postponing Retirement? Don't Postpone Planning for It!
by Carrie Schwab-Pomerantz
August 13, 2020
Being 65 doesn't mean you have to retire—but you do need to prepare for a smooth transition when the time comes.
by Carrie Schwab-Pomerantz
August 13, 2020
Being 65 doesn't mean you have to retire—but you do need to prepare for a smooth transition when the time comes.
Are You Planning a Post-Pandemic Wedding?
by Carrie Schwab-Pomerantz
August 12, 2020
Did the pandemic change your wedding plans? This is a chance to rethink how much you spend and what's most important.
by Carrie Schwab-Pomerantz
August 12, 2020
Did the pandemic change your wedding plans? This is a chance to rethink how much you spend and what's most important.
Are You Making the Most of Your Charitable Donations?
by Carrie Schwab-Pomerantz
August 07, 2020
You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.
by Carrie Schwab-Pomerantz
August 07, 2020
You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.
Do Asset Allocation and Diversification Still Work?
by Carrie Schwab-Pomerantz
August 05, 2020
Asset allocation and diversification remain the best ways to control portfolio risk during volatile markets.
by Carrie Schwab-Pomerantz
August 05, 2020
Asset allocation and diversification remain the best ways to control portfolio risk during volatile markets.
Does Marriage Bring Financial Benefits?
by Carrie Schwab-Pomerantz
August 04, 2020
While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
by Carrie Schwab-Pomerantz
August 04, 2020
While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
Does Working Past Age 70 Affect Your Social Security Benefits?
by Carrie Schwab-Pomerantz
August 04, 2020
While working past age 70 could mean higher Social Security benefits, it could also mean higher taxes and more.
by Carrie Schwab-Pomerantz
August 04, 2020
While working past age 70 could mean higher Social Security benefits, it could also mean higher taxes and more.
Seven Quick Hacks to Set Yourself Up for Financial Success
by Carrie Schwab-Pomerantz
August 04, 2020
Trying to improve your financial habits? Here are seven hacks to help you get on track—and stay there.
by Carrie Schwab-Pomerantz
August 04, 2020
Trying to improve your financial habits? Here are seven hacks to help you get on track—and stay there.
Focusing on a Tax Refund? Do Some Tax Planning Instead
by Carrie Schwab-Pomerantz
July 29, 2020
Getting a big refund doesn't mean you're paying less in taxes. It means you may need to do some better tax planning.
by Carrie Schwab-Pomerantz
July 29, 2020
Getting a big refund doesn't mean you're paying less in taxes. It means you may need to do some better tax planning.
How Do You Rate Your Financial Know-How?
by Carrie Schwab-Pomerantz
July 22, 2020
Can you successfully answer five basic financial literacy questions? Here's a way to test your financial knowledge.
by Carrie Schwab-Pomerantz
July 22, 2020
Can you successfully answer five basic financial literacy questions? Here's a way to test your financial knowledge.
Roth vs. Traditional 401(k)—Which Is Better?
by Carrie Schwab-Pomerantz
July 16, 2020
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
by Carrie Schwab-Pomerantz
July 16, 2020
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
How Does the SECURE Act Impact Saving After Age 70?
by Carrie Schwab-Pomerantz
July 15, 2020
You're never too old to keep saving. And now the SECURE Act gives you added incentive—even past age 70.
by Carrie Schwab-Pomerantz
July 15, 2020
You're never too old to keep saving. And now the SECURE Act gives you added incentive—even past age 70.
Is Downsizing the Right Move for You?
by Carrie Schwab-Pomerantz
July 14, 2020
Thinking of downsizing? There can be considerable financial rewards, but that's not the only consideration.
by Carrie Schwab-Pomerantz
July 14, 2020
Thinking of downsizing? There can be considerable financial rewards, but that's not the only consideration.