Ask Carrie
A Father’s Day Financial Checklist for New Dads (and Moms)
by Carrie Schwab-Pomerantz
June 12, 2019
Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.
by Carrie Schwab-Pomerantz
June 12, 2019
Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.
Top 10 Financial To-Dos for Today's Grads
by Carrie Schwab-Pomerantz
June 05, 2019
Graduation brings new freedoms but also new responsibilities—especially when it comes to money. Are you ready?
by Carrie Schwab-Pomerantz
June 05, 2019
Graduation brings new freedoms but also new responsibilities—especially when it comes to money. Are you ready?
2019 Modern Wealth Survey Results Are In. How Do You Stack Up?
by Carrie Schwab-Pomerantz
May 29, 2019
The Schwab 2019 Modern Wealth Survey gives insights into how Americans view—and manage—wealth. Where do you fit in?
by Carrie Schwab-Pomerantz
May 29, 2019
The Schwab 2019 Modern Wealth Survey gives insights into how Americans view—and manage—wealth. Where do you fit in?
What Do Military Vets Need to Know About Their Finances?
by Carrie Schwab-Pomerantz
May 22, 2019
Veterans can face significant financial challenges as they return to civilian life. Here are suggestions for a secure financial future.
by Carrie Schwab-Pomerantz
May 22, 2019
Veterans can face significant financial challenges as they return to civilian life. Here are suggestions for a secure financial future.
Navigating the World of Student Loans
by Carrie Schwab-Pomerantz
May 15, 2019
When employed thoughtfully and managed responsibly, student loans can pave the way to a brighter future.
by Carrie Schwab-Pomerantz
May 15, 2019
When employed thoughtfully and managed responsibly, student loans can pave the way to a brighter future.
What Money Values Are You Passing on to Your Kids?
by Carrie Schwab-Pomerantz
May 08, 2019
Teaching financial values isn't just about money. It's about helping kids become productive, independent adults.
by Carrie Schwab-Pomerantz
May 08, 2019
Teaching financial values isn't just about money. It's about helping kids become productive, independent adults.
Launching a Student After College
by Carrie Schwab-Pomerantz
May 07, 2019
How can you help a new grad attain financial independence?
by Carrie Schwab-Pomerantz
May 07, 2019
How can you help a new grad attain financial independence?
Saving for College: What's the Difference Between a 529 Plan and Custodial Account?
by Carrie Schwab-Pomerantz
May 01, 2019
Do you know the differences between a 529 and a custodial account? If you're saving for college, you should.
by Carrie Schwab-Pomerantz
May 01, 2019
Do you know the differences between a 529 and a custodial account? If you're saving for college, you should.
Can You Rollover a Roth 401(k) to a Roth IRA?
by Carrie Schwab-Pomerantz
April 24, 2019
Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.
by Carrie Schwab-Pomerantz
April 24, 2019
Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.
Getting a Tax Refund? Here Are Five Smart Ways to Use It.
by Carrie Schwab-Pomerantz
April 17, 2019
A tax refund isn't really a windfall; it's hard-earned cash you overpaid to Uncle Sam. Now how will you use it?
by Carrie Schwab-Pomerantz
April 17, 2019
A tax refund isn't really a windfall; it's hard-earned cash you overpaid to Uncle Sam. Now how will you use it?
Women and Social Security: Are You Maximizing Your Benefits?
by Carrie Schwab-Pomerantz
April 10, 2019
Women face unique financial challenges regarding retirement. Know your Social Security options before you file.
by Carrie Schwab-Pomerantz
April 10, 2019
Women face unique financial challenges regarding retirement. Know your Social Security options before you file.
Teaching Your Kids About Money? Here Are Five Life Lessons That Can Help.
by Carrie Schwab-Pomerantz
April 03, 2019
Trying to teach your kids about money? Here are five common life lessons you can use to get their attention.
by Carrie Schwab-Pomerantz
April 03, 2019
Trying to teach your kids about money? Here are five common life lessons you can use to get their attention.
Are You Fooling Yourself When It Comes to Money?
by Carrie Schwab-Pomerantz
March 27, 2019
This April Fools' Day make sure you're not making some common—but foolish—money mistakes.
by Carrie Schwab-Pomerantz
March 27, 2019
This April Fools' Day make sure you're not making some common—but foolish—money mistakes.
Have You Taken Care of Your Estate Planning Basics?
by Carrie Schwab-Pomerantz
March 20, 2019
Creating a basic estate plan doesn't have to be a chore. It generally takes four basic documents and some soul searching.
by Carrie Schwab-Pomerantz
March 20, 2019
Creating a basic estate plan doesn't have to be a chore. It generally takes four basic documents and some soul searching.
Tax Basics: What's Your Tax IQ?
by Carrie Schwab-Pomerantz
March 13, 2019
Knowing certain tax basics can help you use tax software or talk to a tax professional with confidence.
by Carrie Schwab-Pomerantz
March 13, 2019
Knowing certain tax basics can help you use tax software or talk to a tax professional with confidence.
How to Talk to Your Girls (and Boys) About Money
by Carrie Schwab-Pomerantz
March 06, 2019
Are you giving your girls and boys the same money messages? Here's why you should and how to do it.
by Carrie Schwab-Pomerantz
March 06, 2019
Are you giving your girls and boys the same money messages? Here's why you should and how to do it.
Are You Prepared for a Financial Emergency?
by Carrie Schwab-Pomerantz
February 27, 2019
Millions of Americans are unprepared for a financial emergency. Carrie provides clear-cut advice for creating a safety net.
by Carrie Schwab-Pomerantz
February 27, 2019
Millions of Americans are unprepared for a financial emergency. Carrie provides clear-cut advice for creating a safety net.
Does It Still Make Sense to Itemize Deductions?
by Carrie Schwab-Pomerantz
February 20, 2019
With a higher standard deduction and fewer tax-deductible expenses allowed, tax prep could be a lot easier in 2018.
by Carrie Schwab-Pomerantz
February 20, 2019
With a higher standard deduction and fewer tax-deductible expenses allowed, tax prep could be a lot easier in 2018.
Can Finance and Romance Go Hand in Hand?
by Carrie Schwab-Pomerantz
February 13, 2019
Finances cause problems for many couples. If you're in a serious relationship, have the money talk now.
by Carrie Schwab-Pomerantz
February 13, 2019
Finances cause problems for many couples. If you're in a serious relationship, have the money talk now.
Is Your Mother, Wife, Daughter Investing? Are You?
by Carrie Schwab-Pomerantz
February 06, 2019
According to recent stats, women aren't investing enough for financial security. Here's what we can do about it.
by Carrie Schwab-Pomerantz
February 06, 2019
According to recent stats, women aren't investing enough for financial security. Here's what we can do about it.
Looking for a Good Way to Start Investing?
by Carrie Schwab-Pomerantz
January 30, 2019
For new investors, just getting started can be overwhelming. It doesn't have to be—especially if you have a 401(k).
by Carrie Schwab-Pomerantz
January 30, 2019
For new investors, just getting started can be overwhelming. It doesn't have to be—especially if you have a 401(k).
The Case for Investing—Year In, Year Out
by Carrie Schwab-Pomerantz
January 23, 2019
Spooked by market volatility? Here's some context to help you proceed with knowledge and confidence.
by Carrie Schwab-Pomerantz
January 23, 2019
Spooked by market volatility? Here's some context to help you proceed with knowledge and confidence.
What's Better for Your Teen—a Credit Card or Debit Card?
by Carrie Schwab-Pomerantz
January 16, 2019
Whether you give your teen a debit or credit card, make sure it comes with some lessons in money management.
by Carrie Schwab-Pomerantz
January 16, 2019
Whether you give your teen a debit or credit card, make sure it comes with some lessons in money management.
Baby On the Way: Are You Ready for Your New Financial Reality?
by Carrie Schwab-Pomerantz
January 09, 2019
A new baby means a whole new financial reality. Best to be prepared—starting before the baby comes.
by Carrie Schwab-Pomerantz
January 09, 2019
A new baby means a whole new financial reality. Best to be prepared—starting before the baby comes.
10 Financial Resolutions to Make—and Keep—Year After Year
by Carrie Schwab-Pomerantz
January 02, 2019
Do you make the same financial resolutions every year? When it comes to your money, that may be a good thing!
by Carrie Schwab-Pomerantz
January 02, 2019
Do you make the same financial resolutions every year? When it comes to your money, that may be a good thing!
Does Working Past Age 70 Affect Your Social Security Benefits?
by Carrie Schwab-Pomerantz
December 19, 2018
While working past age 70 could mean higher Social Security benefits, it could also mean higher taxes and more.
by Carrie Schwab-Pomerantz
December 19, 2018
While working past age 70 could mean higher Social Security benefits, it could also mean higher taxes and more.
Why Not Make a Gift of Financial Education This Season?
by Carrie Schwab-Pomerantz
December 12, 2018
Here's an easy way to help teachers in your community and across the country offer financial education to more kids.
by Carrie Schwab-Pomerantz
December 12, 2018
Here's an easy way to help teachers in your community and across the country offer financial education to more kids.
Are You Making the Most of Your Charitable Donations?
by Carrie Schwab-Pomerantz
December 05, 2018
You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.
by Carrie Schwab-Pomerantz
December 05, 2018
You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.
Can I Give Stock as a Gift?
by Carrie Schwab-Pomerantz
November 28, 2018
Giving a gift of stock is simple in practice, but there are tax issues and more to consider first.
by Carrie Schwab-Pomerantz
November 28, 2018
Giving a gift of stock is simple in practice, but there are tax issues and more to consider first.
Five Ways to Make Giving a Family Affair This Holiday Season
by Carrie Schwab-Pomerantz
November 14, 2018
Giving to charity as a family is a great way to make your dollars and your energy go farther this holiday season.
by Carrie Schwab-Pomerantz
November 14, 2018
Giving to charity as a family is a great way to make your dollars and your energy go farther this holiday season.
Millennials on FIRE: The Frugality Movement That’s Gaining Steam
by Carrie Schwab-Pomerantz
November 09, 2018
Some young people are embracing extreme savings methods in exchange for financial independence.
by Carrie Schwab-Pomerantz
November 09, 2018
Some young people are embracing extreme savings methods in exchange for financial independence.
Elder Fraud: When Someone You Trust Betrays You
by Carrie Schwab-Pomerantz
November 07, 2018
More often than not, perpetrators of elder financial exploitation are someone the senior loves and trusts.
by Carrie Schwab-Pomerantz
November 07, 2018
More often than not, perpetrators of elder financial exploitation are someone the senior loves and trusts.
10 Easy Ways to Waste Your Money. Scared Yet?
by Carrie Schwab-Pomerantz
October 31, 2018
No matter how on top of your finances you are, certain money wasters can creep up on you. Watch out for these 10!
by Carrie Schwab-Pomerantz
October 31, 2018
No matter how on top of your finances you are, certain money wasters can creep up on you. Watch out for these 10!
Are Young Men and Women Getting the Same Financial Start?
by Carrie Schwab-Pomerantz
October 25, 2018
A recent Schwab survey suggests a financial gender gap starting at an early age. What can we do?
by Carrie Schwab-Pomerantz
October 25, 2018
A recent Schwab survey suggests a financial gender gap starting at an early age. What can we do?
Should You Have a Separate 529 Account for Each Child?
by Carrie Schwab-Pomerantz
October 17, 2018
Technically, you can use a single 529 account for multiple children. But there are lots of reasons not to.
by Carrie Schwab-Pomerantz
October 17, 2018
Technically, you can use a single 529 account for multiple children. But there are lots of reasons not to.
Which Side of the Retirement Savings Statistics Are You On?
by Carrie Schwab-Pomerantz
October 10, 2018
Are you one of the few and fortunate Americans prepared for retirement? Now's the time to find out—and take action.
by Carrie Schwab-Pomerantz
October 10, 2018
Are you one of the few and fortunate Americans prepared for retirement? Now's the time to find out—and take action.
Do Your Folks Have an Advance Healthcare Directive? Do You?
by Carrie Schwab-Pomerantz
October 03, 2018
Having an advance healthcare directive on file with your doctor and hospital is a wise move no matter your age.
by Carrie Schwab-Pomerantz
October 03, 2018
Having an advance healthcare directive on file with your doctor and hospital is a wise move no matter your age.
It's Open Enrollment: Are You Making the Most of Your Employee Benefits?
by Carrie Schwab-Pomerantz
September 26, 2018
Open Enrollment is the time to make sure you're not missing out on important benefits. Don't ignore it!
by Carrie Schwab-Pomerantz
September 26, 2018
Open Enrollment is the time to make sure you're not missing out on important benefits. Don't ignore it!
How Risky is it to Buy Cryptocurrency?
by Carrie Schwab-Pomerantz
September 19, 2018
Cryptocurrency can yield big gains, but even bigger risks.
by Carrie Schwab-Pomerantz
September 19, 2018
Cryptocurrency can yield big gains, but even bigger risks.
At What Age Should You Collect a Social Security Spousal Benefit?
by Carrie Schwab-Pomerantz
September 12, 2018
A nonworking spouse is eligible for a Social Security spousal benefit, but age and timing can affect how much.
by Carrie Schwab-Pomerantz
September 12, 2018
A nonworking spouse is eligible for a Social Security spousal benefit, but age and timing can affect how much.
How Can I Avoid Scams that Target the Elderly?
by Carrie Schwab-Pomerantz
September 05, 2018
Financial exploitation of seniors is on the rise, but you can make smart moves now to help safeguard your money.
by Carrie Schwab-Pomerantz
September 05, 2018
Financial exploitation of seniors is on the rise, but you can make smart moves now to help safeguard your money.
10 Steps to a DIY Financial Plan
by Carrie Schwab-Pomerantz
August 29, 2018
A financial plan doesn't require that you have a lot of money—and it doesn't have to cost you a penny.
by Carrie Schwab-Pomerantz
August 29, 2018
A financial plan doesn't require that you have a lot of money—and it doesn't have to cost you a penny.
Tips to Help Young People Turn Financial Optimism Into Positive Action
by Carrie Schwab-Pomerantz
August 22, 2018
While young people today are optimistic about their financial futures, their money habits tell a different story.
by Carrie Schwab-Pomerantz
August 22, 2018
While young people today are optimistic about their financial futures, their money habits tell a different story.
Own Your Own Business? Are You Saving Enough for Retirement?
by Carrie Schwab-Pomerantz
August 15, 2018
As a sole proprietor, saving for retirement is hard. Fortunately, there are small business plans to make it easier.
by Carrie Schwab-Pomerantz
August 15, 2018
As a sole proprietor, saving for retirement is hard. Fortunately, there are small business plans to make it easier.
No Retirement Savings at 50? Here's How to Get on the Fast Track.
by Carrie Schwab-Pomerantz
August 08, 2018
If you've let retirement savings lag, there are still tax-smart ways to catch up—even at age 50 and beyond.
by Carrie Schwab-Pomerantz
August 08, 2018
If you've let retirement savings lag, there are still tax-smart ways to catch up—even at age 50 and beyond.
What's the Best Way to Invest Money Gifts for a New Baby?
by Carrie Schwab-Pomerantz
August 01, 2018
When investing money for a new baby, let your goals be your guide.
by Carrie Schwab-Pomerantz
August 01, 2018
When investing money for a new baby, let your goals be your guide.
How Can I Explain the Power of Compound Interest to My Teen?
by Carrie Schwab-Pomerantz
July 25, 2018
When it comes to explaining compound interest, the numbers speak for themselves.
by Carrie Schwab-Pomerantz
July 25, 2018
When it comes to explaining compound interest, the numbers speak for themselves.
Is Interest on a HELOC Still Tax-Deductible?
by Carrie Schwab-Pomerantz
July 18, 2018
Interest on a HELOC may still be tax-deductible, but there are new laws and limits.
by Carrie Schwab-Pomerantz
July 18, 2018
Interest on a HELOC may still be tax-deductible, but there are new laws and limits.
Should You Be Debt-Free Before You Retire?
by Carrie Schwab-Pomerantz
July 11, 2018
Being debt-free before you retire can be a smart goal. But be sure to look at your complete financial picture.
by Carrie Schwab-Pomerantz
July 11, 2018
Being debt-free before you retire can be a smart goal. But be sure to look at your complete financial picture.
Saving for Retirement: How Much Is Enough?
by Carrie Schwab-Pomerantz
June 27, 2018
No matter where you live, you may have to save more for retirement than you had anticipated. Here are some ideas for how to make it happen.
by Carrie Schwab-Pomerantz
June 27, 2018
No matter where you live, you may have to save more for retirement than you had anticipated. Here are some ideas for how to make it happen.
What's the Best Way to Compare Job Offers?
by Carrie Schwab-Pomerantz
June 20, 2018
Choosing between job offers? Here's what to look for before making your decision.
by Carrie Schwab-Pomerantz
June 20, 2018
Choosing between job offers? Here's what to look for before making your decision.
Can You Contribute to an IRA If You Don't Have a Job?
by Carrie Schwab-Pomerantz
June 06, 2018
You have to have earned income to make an IRA contribution, but there are limitations and exceptions.
by Carrie Schwab-Pomerantz
June 06, 2018
You have to have earned income to make an IRA contribution, but there are limitations and exceptions.
Marriage and Money: 12 Questions to Ask Each Other Before Saying I Do
by Carrie Schwab-Pomerantz
May 30, 2018
There are many things to talk about and agree on before you get married and money should be one of them.
by Carrie Schwab-Pomerantz
May 30, 2018
There are many things to talk about and agree on before you get married and money should be one of them.
What's the Best Way to Give Your Grad a Financial Head Start?
by Carrie Schwab-Pomerantz
May 23, 2018
Trying to help a new grad? Here's how to strike a balance between offering financial support and fostering independence.
by Carrie Schwab-Pomerantz
May 23, 2018
Trying to help a new grad? Here's how to strike a balance between offering financial support and fostering independence.
Does How You Manage Your Life Affect How You Manage Your Money?
by Carrie Schwab-Pomerantz
May 17, 2018
Life planning and financial planning go hand-in-hand, according to results of the 2018 Schwab Modern Wealth Index.
by Carrie Schwab-Pomerantz
May 17, 2018
Life planning and financial planning go hand-in-hand, according to results of the 2018 Schwab Modern Wealth Index.
Mother's Day Tips for Teaching Your Kids about Money
by Carrie Schwab-Pomerantz
May 09, 2018
Moms play a lot of roles and financial coach should be one of them. Here are tips on how to do it.
by Carrie Schwab-Pomerantz
May 09, 2018
Moms play a lot of roles and financial coach should be one of them. Here are tips on how to do it.
Is Keeping Your Car Worth the Cost?
by Carrie Schwab-Pomerantz
April 30, 2018
Ditching one of your cars can save you money but there are trade-offs to consider before tossing away your keys.
by Carrie Schwab-Pomerantz
April 30, 2018
Ditching one of your cars can save you money but there are trade-offs to consider before tossing away your keys.
Should You Open a Custodial Account for Your Grandchild?
by Carrie Schwab-Pomerantz
April 25, 2018
A custodial account for a grandchild can be both a saving and teaching tool, but make sure you know how it works.
by Carrie Schwab-Pomerantz
April 25, 2018
A custodial account for a grandchild can be both a saving and teaching tool, but make sure you know how it works.
The Financial Side of Remarrying Later in Life
by Carrie Schwab-Pomerantz
April 18, 2018
Joining your lives and your money when you’re older—especially in a second marriage—can be complicated. Plan ahead.
by Carrie Schwab-Pomerantz
April 18, 2018
Joining your lives and your money when you’re older—especially in a second marriage—can be complicated. Plan ahead.
The Capitol Hill Challenge: How Would a Teenager Invest $100,000?
by Carrie Schwab-Pomerantz
April 04, 2018
Have you heard of the Stock Market Game and Capitol Hill Challenge™? It's a great way to teach teens about investing.
by Carrie Schwab-Pomerantz
April 04, 2018
Have you heard of the Stock Market Game and Capitol Hill Challenge™? It's a great way to teach teens about investing.
Have You Made These Foolish Money Mistakes?
by Carrie Schwab-Pomerantz
March 28, 2018
If you've been fooled into making some common money mistakes, you're not alone. Here are real examples to consider.
by Carrie Schwab-Pomerantz
March 28, 2018
If you've been fooled into making some common money mistakes, you're not alone. Here are real examples to consider.
Five Ways to Keep Your Wedding Budget on Track
by Carrie Schwab-Pomerantz
March 19, 2018
It takes incredible planning to pull off a wedding—often at incredible cost. Here's how to keep things on budget.
by Carrie Schwab-Pomerantz
March 19, 2018
It takes incredible planning to pull off a wedding—often at incredible cost. Here's how to keep things on budget.
Can You Dip Into Your IRA to Buy a First Home? Should You?
by Carrie Schwab-Pomerantz
March 12, 2018
The IRS says you can use IRA money penalty-free for a first home purchase. But that doesn't mean it's a good idea.
by Carrie Schwab-Pomerantz
March 12, 2018
The IRS says you can use IRA money penalty-free for a first home purchase. But that doesn't mean it's a good idea.
Women and Money: Why It's Important to Take Control of Your Finances
by Carrie Schwab-Pomerantz
March 05, 2018
Financial independence is a great equality booster. Take steps now to take charge of your finances—and your life.
by Carrie Schwab-Pomerantz
March 05, 2018
Financial independence is a great equality booster. Take steps now to take charge of your finances—and your life.
Is Maxing Out Your 401(k) Enough?
by Carrie Schwab-Pomerantz
February 28, 2018
The IRS-mandated maximum 401(k) contributions could leave you short. To find out if you’re on target, do the math!
by Carrie Schwab-Pomerantz
February 28, 2018
The IRS-mandated maximum 401(k) contributions could leave you short. To find out if you’re on target, do the math!
Does Your Teen Need to File a Tax Return?
by Carrie Schwab-Pomerantz
February 21, 2018
Whether or not your teen needs to file a tax return, a first job can be a great lesson in financial reality.
by Carrie Schwab-Pomerantz
February 21, 2018
Whether or not your teen needs to file a tax return, a first job can be a great lesson in financial reality.
Navigating the Financial Aspects of Funeral Planning
by Carrie Schwab-Pomerantz
February 16, 2018
Navigating the financial details of funeral planning.
by Carrie Schwab-Pomerantz
February 16, 2018
Navigating the financial details of funeral planning.
Modern Love and Money: Who Picks Up the Check?
by Carrie Schwab-Pomerantz
February 07, 2018
Who pays on the first date? Who pays after that? Love and money can be tricky today, but some rules still apply.
by Carrie Schwab-Pomerantz
February 07, 2018
Who pays on the first date? Who pays after that? Love and money can be tricky today, but some rules still apply.
65 and Still Working: What to do with Medicare?
by Carrie Schwab-Pomerantz
January 31, 2018
Still working at age 65? That doesn't mean you should ignore Medicare. Get the facts to avoid possible penalties.
by Carrie Schwab-Pomerantz
January 31, 2018
Still working at age 65? That doesn't mean you should ignore Medicare. Get the facts to avoid possible penalties.
Can Middle Schoolers Learn to Make Smart Money Choices?
by Carrie Schwab-Pomerantz
January 31, 2018
Learning about money is a hands-on experience. Give your kids financial responsibility and the lessons will follow.
by Carrie Schwab-Pomerantz
January 31, 2018
Learning about money is a hands-on experience. Give your kids financial responsibility and the lessons will follow.
Will Collecting a Public Pension Reduce Your Social Security?
by Carrie Schwab-Pomerantz
January 24, 2018
Planning to collect both Social Security and a public pension? Unfortunately, Uncle Sam has other plans for you.
by Carrie Schwab-Pomerantz
January 24, 2018
Planning to collect both Social Security and a public pension? Unfortunately, Uncle Sam has other plans for you.
What's the Best Way to Rebalance Your Portfolio?
by Carrie Schwab-Pomerantz
January 17, 2018
Whether you do it annually or only when things get too far out of alignment, rebalancing is an essential element of successful investing.
by Carrie Schwab-Pomerantz
January 17, 2018
Whether you do it annually or only when things get too far out of alignment, rebalancing is an essential element of successful investing.
Have You Set Your 2018 Financial Goals?
by Carrie Schwab-Pomerantz
January 10, 2018
Setting financial goals for a new year is a great idea. Setting up a way to achieve them is even better!
by Carrie Schwab-Pomerantz
January 10, 2018
Setting financial goals for a new year is a great idea. Setting up a way to achieve them is even better!
Ten Simple Steps for Financial Success in the New Year
by Carrie Schwab-Pomerantz
January 03, 2018
It's great to have plans for 2018. It's even better to set a financial foundation so you can make them a reality.
by Carrie Schwab-Pomerantz
January 03, 2018
It's great to have plans for 2018. It's even better to set a financial foundation so you can make them a reality.
Is It Better to Rent or Buy?
by Carrie Schwab-Pomerantz
December 20, 2017
Think you're ready to buy a home? Remember, it's as much an emotional decision as a financial one.
by Carrie Schwab-Pomerantz
December 20, 2017
Think you're ready to buy a home? Remember, it's as much an emotional decision as a financial one.
Holiday Spending Worries? Generosity Doesn't Always Come With a High Price Tag
by Carrie Schwab-Pomerantz
December 13, 2017
Worried about your holiday budget? With a little creativity, you can be generous without spending a fortune.
by Carrie Schwab-Pomerantz
December 13, 2017
Worried about your holiday budget? With a little creativity, you can be generous without spending a fortune.
In a Committed Relationship? Follow These Steps to Maintain Your Financial Independence.
by Carrie Schwab-Pomerantz
December 06, 2017
Togetherness is great but, in a committed relationship, a little financial independence can make things even better.
by Carrie Schwab-Pomerantz
December 06, 2017
Togetherness is great but, in a committed relationship, a little financial independence can make things even better.
Do You Want to Leave an IRA to Your Grandchildren?
by Carrie Schwab-Pomerantz
November 29, 2017
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
by Carrie Schwab-Pomerantz
November 29, 2017
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
Looking for the Perfect Gift This Season? Consider a Charitable Donation
by Carrie Schwab-Pomerantz
November 22, 2017
If the stress of gift giving is getting you down, a charitable donation in someone's name can be the perfect fit.
by Carrie Schwab-Pomerantz
November 22, 2017
If the stress of gift giving is getting you down, a charitable donation in someone's name can be the perfect fit.
Tips for Finding Financial Advice
by Carrie Schwab-Pomerantz
November 15, 2017
Finding the right financial advice takes some in-depth thinking and research. Start here.
by Carrie Schwab-Pomerantz
November 15, 2017
Finding the right financial advice takes some in-depth thinking and research. Start here.
Financial Tips for Millennials
by Carrie Schwab-Pomerantz
November 10, 2017
How young adults can set themselves up for success.
by Carrie Schwab-Pomerantz
November 10, 2017
How young adults can set themselves up for success.
Can I Protect My Retirement Income and 401(k) From Taxes?
by Carrie Schwab-Pomerantz
November 08, 2017
Income taxes are a fact of life even in retirement. Understand what's taxable, and at what rate, so there are no surprises.
by Carrie Schwab-Pomerantz
November 08, 2017
Income taxes are a fact of life even in retirement. Understand what's taxable, and at what rate, so there are no surprises.
Roth vs. Traditional 401(k)—Which Is Better?
by Carrie Schwab-Pomerantz
November 01, 2017
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
by Carrie Schwab-Pomerantz
November 01, 2017
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
It's Open Enrollment: Are You Making the Most of Your Employee Benefits?
by Carrie Schwab-Pomerantz
October 25, 2017
Don't miss out on valuable employee benefits! Use Open Enrollment to fine-tune your choices.
by Carrie Schwab-Pomerantz
October 25, 2017
Don't miss out on valuable employee benefits! Use Open Enrollment to fine-tune your choices.
This Halloween, Don't Let These 10 Common Money Mistakes Creep Up On You!
by Carrie Schwab-Pomerantz
October 18, 2017
These 10 money mistakes are all too common. This Halloween, watch out!
by Carrie Schwab-Pomerantz
October 18, 2017
These 10 money mistakes are all too common. This Halloween, watch out!
Planning a Funeral: What Are the Financial Decisions You Need to Make?
by Carrie Schwab-Pomerantz
October 11, 2017
After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.
by Carrie Schwab-Pomerantz
October 11, 2017
After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.
Can You Use IRA Assets to Purchase a Retirement Home? Should You?
by Carrie Schwab-Pomerantz
October 04, 2017
You can use IRA assets to purchase a retirement home, but make sure it makes financial sense.
by Carrie Schwab-Pomerantz
October 04, 2017
You can use IRA assets to purchase a retirement home, but make sure it makes financial sense.
Can You Get Social Security Benefits From Your Ex?
by Carrie Schwab-Pomerantz
September 27, 2017
Ex-spouse Social Security benefits can boost your income, depending on your circumstances. Get the facts.
by Carrie Schwab-Pomerantz
September 27, 2017
Ex-spouse Social Security benefits can boost your income, depending on your circumstances. Get the facts.
Planning to Rent Out Your Vacation Home? Understand the Tax Rules.
by Carrie Schwab-Pomerantz
September 20, 2017
Renting out a vacation home can help defray your costs—but the tax rules are complicated. To avoid a big IRS headache, pay close attention and keep accurate records.
by Carrie Schwab-Pomerantz
September 20, 2017
Renting out a vacation home can help defray your costs—but the tax rules are complicated. To avoid a big IRS headache, pay close attention and keep accurate records.
Does Marriage Bring Financial Benefits?
by Carrie Schwab-Pomerantz
September 13, 2017
While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
by Carrie Schwab-Pomerantz
September 13, 2017
While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
Should You Pay Off Student Loans Before Saving for Retirement?
by Carrie Schwab-Pomerantz
September 06, 2017
Don't let student loans jeopardize your future. Strike a balance now between paying back debt and saving.
by Carrie Schwab-Pomerantz
September 06, 2017
Don't let student loans jeopardize your future. Strike a balance now between paying back debt and saving.
529 Accounts: What Happens When Your Child Doesn't Go to College?
by Carrie Schwab-Pomerantz
August 30, 2017
Kid not going to college? Don't despair. Those 529 assets can be used for a variety of higher education costs.
by Carrie Schwab-Pomerantz
August 30, 2017
Kid not going to college? Don't despair. Those 529 assets can be used for a variety of higher education costs.
Are You Prepared to Switch from Full-Time Job to Full-Time Parenthood?
by Carrie Schwab-Pomerantz
August 23, 2017
Deciding to leave your job to be a full-time parent has emotional as well as financial implications. Be prepared.
by Carrie Schwab-Pomerantz
August 23, 2017
Deciding to leave your job to be a full-time parent has emotional as well as financial implications. Be prepared.
What Is Wealth Part 2: How Important Is a Financial Plan?
by Carrie Schwab-Pomerantz
August 16, 2017
Putting off financial planning because it's too complicated? Here are three progressive steps to help you get started.
by Carrie Schwab-Pomerantz
August 16, 2017
Putting off financial planning because it's too complicated? Here are three progressive steps to help you get started.
How Fast Can You Get Your Money Out of the Stock Market?
by Carrie Schwab-Pomerantz
August 09, 2017
How fast you can cash out of the stock market is far less important than deciding what money to invest and why.
by Carrie Schwab-Pomerantz
August 09, 2017
How fast you can cash out of the stock market is far less important than deciding what money to invest and why.
What Happens If You Take an Early Withdrawal From a 401(k) or IRA?
by Carrie Schwab-Pomerantz
August 02, 2017
Beware taking an early withdrawal from your 401(k) or IRA. It can cost you in more ways than one.
by Carrie Schwab-Pomerantz
August 02, 2017
Beware taking an early withdrawal from your 401(k) or IRA. It can cost you in more ways than one.
Is a HELOC Right for You?
by Carrie Schwab-Pomerantz
July 26, 2017
Home renovations are exciting—and expensive. Having equity in your home can help you foot the bill.
by Carrie Schwab-Pomerantz
July 26, 2017
Home renovations are exciting—and expensive. Having equity in your home can help you foot the bill.
How Do Social Security Survivors Benefits Add Up?
by Carrie Schwab-Pomerantz
July 19, 2017
If both spouses collect Social Security, does the survivor collect both as well? Unfortunately no.
by Carrie Schwab-Pomerantz
July 19, 2017
If both spouses collect Social Security, does the survivor collect both as well? Unfortunately no.