Ask Carrie
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.
Saving for College: Understanding Your Options
by Carrie Schwab-Pomerantz
August 18, 2017
How you save for college can be nearly as important as how much.
by Carrie Schwab-Pomerantz
August 18, 2017
How you save for college can be nearly as important as how much.
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.
How Do You Define Wealth?
by Carrie Schwab-Pomerantz
July 12, 2017
Is wealth a number or an attitude? Whatever your definition, you need to stay on top of what you have.
by Carrie Schwab-Pomerantz
July 12, 2017
Is wealth a number or an attitude? Whatever your definition, you need to stay on top of what you have.
Do You Have to Take an RMD When You Inherit an IRA?
by Carrie Schwab-Pomerantz
July 05, 2017
Inheriting an IRA can be a windfall—but the regulations can be a headache. Make sure you know tax and RMD rules.
by Carrie Schwab-Pomerantz
July 05, 2017
Inheriting an IRA can be a windfall—but the regulations can be a headache. Make sure you know tax and RMD rules.
Just Starting Out? Take These Seven Steps Toward Financial Independence.
by Carrie Schwab-Pomerantz
June 28, 2017
Financial independence is a long-term effort but it starts right now with a few important steps.
by Carrie Schwab-Pomerantz
June 28, 2017
Financial independence is a long-term effort but it starts right now with a few important steps.
Are You Ready to Invest?
by Carrie Schwab-Pomerantz
June 21, 2017
Investing begins with thoughtful answers to some important questions—whether online or in person.
by Carrie Schwab-Pomerantz
June 21, 2017
Investing begins with thoughtful answers to some important questions—whether online or in person.
Second Marriage: Are You Financially Ready to Blend Your Families?
by Carrie Schwab-Pomerantz
June 14, 2017
Blending two families in a new marriage has a financial as well as an emotional side. Be prepared.
by Carrie Schwab-Pomerantz
June 14, 2017
Blending two families in a new marriage has a financial as well as an emotional side. Be prepared.
Worried About Student Loan Debt? You’re Not Alone.
by Carrie Schwab-Pomerantz
June 07, 2017
When it comes to financial concerns for today's grads, student debt tops the charts. Here's what you can do about it.
by Carrie Schwab-Pomerantz
June 07, 2017
When it comes to financial concerns for today's grads, student debt tops the charts. Here's what you can do about it.
Which Credit Cards Are Right for You?
by Carrie Schwab-Pomerantz
May 31, 2017
Credit card offers are alluring, but be sure to look at the big picture before signing up.
by Carrie Schwab-Pomerantz
May 31, 2017
Credit card offers are alluring, but be sure to look at the big picture before signing up.
Independent Contractors: Is Your Money Working as Hard as You Are?
by Carrie Schwab-Pomerantz
May 24, 2017
As an independent contractor, you're not only your own boss—you're your own CFO. And there's a lot to think about.
by Carrie Schwab-Pomerantz
May 24, 2017
As an independent contractor, you're not only your own boss—you're your own CFO. And there's a lot to think about.
How Can Couples Max Out Social Security Benefits?
by Carrie Schwab-Pomerantz
May 17, 2017
While Social Security changed the rules, it’s still worth it for couples to strategize on how to max out benefits.
by Carrie Schwab-Pomerantz
May 17, 2017
While Social Security changed the rules, it’s still worth it for couples to strategize on how to max out benefits.
Are You Financially Ready to Hit the Road?
by Carrie Schwab-Pomerantz
May 10, 2017
A little pre-planning can help keep your dream vacation from becoming a financial nightmare.
by Carrie Schwab-Pomerantz
May 10, 2017
A little pre-planning can help keep your dream vacation from becoming a financial nightmare.
What Financial Lessons Did You Learn From Your Mother?
by Carrie Schwab-Pomerantz
May 03, 2017
Whether or not you realize it, you're teaching your kids about money every day. Here's how to help make it count.
by Carrie Schwab-Pomerantz
May 03, 2017
Whether or not you realize it, you're teaching your kids about money every day. Here's how to help make it count.
What Happens to Your Income-Driven Student Loan Plan as Your Salary Increases?
by Carrie Schwab-Pomerantz
April 19, 2017
An income-driven repayment plan for your student loans doesn't have to short-change your career—or salary—goals.
by Carrie Schwab-Pomerantz
April 19, 2017
An income-driven repayment plan for your student loans doesn't have to short-change your career—or salary—goals.
What's the Best Way to Invest in a Rising Market?
by Carrie Schwab-Pomerantz
April 12, 2017
If you try to time the market, your chance of losing is as great as your chance of winning. Rebalancing is the key.
by Carrie Schwab-Pomerantz
April 12, 2017
If you try to time the market, your chance of losing is as great as your chance of winning. Rebalancing is the key.
What's the Best Use for a Bonus?
by Carrie Schwab-Pomerantz
April 05, 2017
Should you spend or save your bonus? With a little thought and planning, you can do both.
by Carrie Schwab-Pomerantz
April 05, 2017
Should you spend or save your bonus? With a little thought and planning, you can do both.
Ten Common Money Wasters—Don't Be Fooled!
by Carrie Schwab-Pomerantz
March 29, 2017
Just like an April Fools’ Day prank, these 10 common money wasters may take you by surprise. Don't be fooled!
by Carrie Schwab-Pomerantz
March 29, 2017
Just like an April Fools’ Day prank, these 10 common money wasters may take you by surprise. Don't be fooled!
Ex-Spouse Social Security Benefits: What's the Best Strategy?
by Carrie Schwab-Pomerantz
March 22, 2017
Even though you're divorced, you might be able to tap into your ex-spouse's work record for Social Security benefits—as long as you meet all the qualifications.
by Carrie Schwab-Pomerantz
March 22, 2017
Even though you're divorced, you might be able to tap into your ex-spouse's work record for Social Security benefits—as long as you meet all the qualifications.
You're Ready for That First House—But Can You Afford It?
by Carrie Schwab-Pomerantz
March 15, 2017
There are rules of thumb for how much house you can afford, but there's a lot more to consider.
by Carrie Schwab-Pomerantz
March 15, 2017
There are rules of thumb for how much house you can afford, but there's a lot more to consider.
Could Your Financial House Use Some Spring Cleaning?
by Carrie Schwab-Pomerantz
March 08, 2017
Overwhelmed by financial clutter? A little spring cleaning now could save you time and money later.
by Carrie Schwab-Pomerantz
March 08, 2017
Overwhelmed by financial clutter? A little spring cleaning now could save you time and money later.
Can You Contribute to Someone Else's IRA?
by Carrie Schwab-Pomerantz
March 01, 2017
Contributing to someone's IRA may seem a simple way to help, but the details of when, where and how are more complex.
by Carrie Schwab-Pomerantz
March 01, 2017
Contributing to someone's IRA may seem a simple way to help, but the details of when, where and how are more complex.
How Are Social Security Benefits Taxed?
by Carrie Schwab-Pomerantz
February 22, 2017
Social Security benefits plus added income may make you comfortable—but the IRS may also want its share.
by Carrie Schwab-Pomerantz
February 22, 2017
Social Security benefits plus added income may make you comfortable—but the IRS may also want its share.
Tax Basics: What's Your Tax IQ?
by Carrie Schwab-Pomerantz
February 15, 2017
Knowing certain tax basics can help you use tax software or talk to a tax professional with confidence.
by Carrie Schwab-Pomerantz
February 15, 2017
Knowing certain tax basics can help you use tax software or talk to a tax professional with confidence.
What Does Love Cost?
by Carrie Schwab-Pomerantz
February 08, 2017
Love and money go hand-in-hand. Get tips on handling finances at three crucial points in your love life.
by Carrie Schwab-Pomerantz
February 08, 2017
Love and money go hand-in-hand. Get tips on handling finances at three crucial points in your love life.
Millennials, Fire Away: What's Your Financial Question?
by Carrie Schwab-Pomerantz
February 01, 2017
No question is too simple or embarrassing to ask. The answers to ALL of your financial questions are worth seeking and understanding.
by Carrie Schwab-Pomerantz
February 01, 2017
No question is too simple or embarrassing to ask. The answers to ALL of your financial questions are worth seeking and understanding.
Worried About Your Wallet? Here's How to Protect Your Finances in Uncertain Times
by Carrie Schwab-Pomerantz
January 25, 2017
In times of uncertainty, you can prepare yourself by sticking to some time-tested basics of money management.
by Carrie Schwab-Pomerantz
January 25, 2017
In times of uncertainty, you can prepare yourself by sticking to some time-tested basics of money management.
Seven Quick Tricks to Set Yourself Up for Financial Success
by Carrie Schwab-Pomerantz
January 18, 2017
Are your financial resolutions already a thing of the past? Try these seven tricks to get on track—and stay there.
by Carrie Schwab-Pomerantz
January 18, 2017
Are your financial resolutions already a thing of the past? Try these seven tricks to get on track—and stay there.
Are You Ready for a Financially Healthy 2017?
by Carrie Schwab-Pomerantz
January 11, 2017
Need to detox your finances? This 30-day program can lead to lifelong financial health. Try it.
by Carrie Schwab-Pomerantz
January 11, 2017
Need to detox your finances? This 30-day program can lead to lifelong financial health. Try it.
Raise Your Financial IQ in 2017
by Carrie Schwab-Pomerantz
January 04, 2017
Want to make smarter financial decisions in 2017? Start by zeroing in on these 10 important details.
by Carrie Schwab-Pomerantz
January 04, 2017
Want to make smarter financial decisions in 2017? Start by zeroing in on these 10 important details.
From Our House to Yours: Financial Lessons for Today's 20-Somethings
by Carrie Schwab-Pomerantz
December 21, 2016
Experience is often the best teacher, so here are some real-life financial lessons to share with today's 20-somethings.
by Carrie Schwab-Pomerantz
December 21, 2016
Experience is often the best teacher, so here are some real-life financial lessons to share with today's 20-somethings.
Want to Pass on Your Values as Well as Your Assets? Consider an Ethical Will.
by Carrie Schwab-Pomerantz
December 14, 2016
An ethical will isn't legally binding but it could be an important—and personally valuable—part of your legacy.
by Carrie Schwab-Pomerantz
December 14, 2016
An ethical will isn't legally binding but it could be an important—and personally valuable—part of your legacy.
Tax-Free Gift Limits: How Much Money Can You Give?
by Carrie Schwab-Pomerantz
December 07, 2016
Current gift tax exclusions are pretty generous, but before you write that special holiday check, know the rules.
by Carrie Schwab-Pomerantz
December 07, 2016
Current gift tax exclusions are pretty generous, but before you write that special holiday check, know the rules.
The Perennial Question: How Can You Balance Essentials and Extras?
by Carrie Schwab-Pomerantz
November 30, 2016
You can focus on future financial security while still enjoying today—as long as you do it consciously.
by Carrie Schwab-Pomerantz
November 30, 2016
You can focus on future financial security while still enjoying today—as long as you do it consciously.
What Will You Do for Giving Tuesday?
by Carrie Schwab-Pomerantz
November 23, 2016
Giving Tuesday isn't just about donating money; it's about a commitment to helping others. Will you join in?
by Carrie Schwab-Pomerantz
November 23, 2016
Giving Tuesday isn't just about donating money; it's about a commitment to helping others. Will you join in?
Mindful Spending: Can You Resist the Black Friday Hype?
by Carrie Schwab-Pomerantz
November 15, 2016
Don't let Black Friday put you in the red. Stay within your spending limits by being thoughtfully generous.
by Carrie Schwab-Pomerantz
November 15, 2016
Don't let Black Friday put you in the red. Stay within your spending limits by being thoughtfully generous.
What Do Vets Need to Know About Their Finances?
by Carrie Schwab-Pomerantz
November 09, 2016
Vets returning to civilian life often face serious financial challenges. Fortunately, there are services to help them.
by Carrie Schwab-Pomerantz
November 09, 2016
Vets returning to civilian life often face serious financial challenges. Fortunately, there are services to help them.
The Case for Financial Education
by Carrie Schwab-Pomerantz
November 02, 2016
In an increasingly complex financial world, the need for financial education is undeniable.
by Carrie Schwab-Pomerantz
November 02, 2016
In an increasingly complex financial world, the need for financial education is undeniable.
Yes, There are Retirement Benefits for a Nonworking Spouse
by Carrie Schwab-Pomerantz
November 01, 2016
Even if your spouse hasn’t worked outside of the home, he or she is entitled to certain retirement benefits, including Social Security.
by Carrie Schwab-Pomerantz
November 01, 2016
Even if your spouse hasn’t worked outside of the home, he or she is entitled to certain retirement benefits, including Social Security.
Thirteen Scary Ways to Waste Money
by Carrie Schwab-Pomerantz
October 26, 2016
No matter how on top of your finances you are, certain money wasters can creep up on you. This Halloween, watch out for these thirteen.
by Carrie Schwab-Pomerantz
October 26, 2016
No matter how on top of your finances you are, certain money wasters can creep up on you. This Halloween, watch out for these thirteen.
Credit and Debt: Ten Questions Everyone Should Answer
by Carrie Schwab-Pomerantz
October 19, 2016
Credit is a powerful and convenient financial tool, but only if you know how to keep it under control.
by Carrie Schwab-Pomerantz
October 19, 2016
Credit is a powerful and convenient financial tool, but only if you know how to keep it under control.
It's Open Enrollment Time. Should You Open an HSA This Year?
by Carrie Schwab-Pomerantz
October 12, 2016
Opening a Health Savings Account (HSA) can be a good healthcare move—as well as a potential retirement savings boost.
by Carrie Schwab-Pomerantz
October 12, 2016
Opening a Health Savings Account (HSA) can be a good healthcare move—as well as a potential retirement savings boost.
Five Ways to Prepare for a Financial Emergency
by Carrie Schwab-Pomerantz
October 05, 2016
Having an emergency fund is only the first step in planning for an unexpected financial difficulty.
by Carrie Schwab-Pomerantz
October 05, 2016
Having an emergency fund is only the first step in planning for an unexpected financial difficulty.
Women and Money: Are You in Control of Your Finances?
by Carrie Schwab-Pomerantz
September 28, 2016
Historically, women have been less engaged in managing their finances. It's time to rewrite that history.
by Carrie Schwab-Pomerantz
September 28, 2016
Historically, women have been less engaged in managing their finances. It's time to rewrite that history.
How Should Millennials Save for Retirement?
by Carrie Schwab-Pomerantz
September 21, 2016
Millennials value freedom and flexibility. Fortunately, today's retirement saving vehicles can offer them both.
by Carrie Schwab-Pomerantz
September 21, 2016
Millennials value freedom and flexibility. Fortunately, today's retirement saving vehicles can offer them both.
Got Grandkids? Want to Help Them Learn Good Money Habits?
by Carrie Schwab-Pomerantz
September 14, 2016
As a grandparent, helping grandkids learn good financial habits may be a more valuable gift than giving money.
by Carrie Schwab-Pomerantz
September 14, 2016
As a grandparent, helping grandkids learn good financial habits may be a more valuable gift than giving money.
Laid Off and Worried About Money: What to Do Next?
by Carrie Schwab-Pomerantz
September 07, 2016
Handling your finances after a layoff takes careful planning, both to survive the present and help protect your future.
by Carrie Schwab-Pomerantz
September 07, 2016
Handling your finances after a layoff takes careful planning, both to survive the present and help protect your future.
What's the Best Way to Rebalance Your Portfolio?
by Carrie Schwab-Pomerantz
August 31, 2016
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
August 31, 2016
Whether you do it annually or only when things get too far out of alignment, rebalancing is an essential element of successful investing.
Is Your Teen Financially Fit?
by Carrie Schwab-Pomerantz
August 24, 2016
Kids want to learn about money management and it's pretty much up to us parents to teach them. Here's how.
by Carrie Schwab-Pomerantz
August 24, 2016
Kids want to learn about money management and it's pretty much up to us parents to teach them. Here's how.
Can Money Make You Happy? Three Things to Think About.
by Carrie Schwab-Pomerantz
August 17, 2016
Money itself may not make us happy, but how we view it, spend it and share it can make a big difference in our lives.
by Carrie Schwab-Pomerantz
August 17, 2016
Money itself may not make us happy, but how we view it, spend it and share it can make a big difference in our lives.
Is a High-Priced College Worth the Cost?
by Carrie Schwab-Pomerantz
August 10, 2016
When it comes to choosing a college, more expensive doesn't necessarily mean better.
by Carrie Schwab-Pomerantz
August 10, 2016
When it comes to choosing a college, more expensive doesn't necessarily mean better.
Retirement Savings: Making Up for Lost Time
by Carrie Schwab-Pomerantz
August 03, 2016
You've put off saving. Do you have to put off retirement? Not necessarily. But you do need to start saving now!
by Carrie Schwab-Pomerantz
August 03, 2016
You've put off saving. Do you have to put off retirement? Not necessarily. But you do need to start saving now!
Do You Need Long-Term Care Insurance?
by Carrie Schwab-Pomerantz
July 20, 2016
LTCI can be smart to cover the costs of a long illness—but exercise a healthy dose of due diligence before you buy.
by Carrie Schwab-Pomerantz
July 20, 2016
LTCI can be smart to cover the costs of a long illness—but exercise a healthy dose of due diligence before you buy.
Postponing Retirement? Don't Postpone Planning for It!
by Carrie Schwab-Pomerantz
July 13, 2016
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
July 13, 2016
Being 65 doesn't mean you have to retire—but you do need to prepare for a smooth transition when the time comes.
What Should You Budget for Healthcare Costs in Retirement?
by Carrie Schwab-Pomerantz
July 06, 2016
Healthcare costs can be pretty steep in retirement, even for a healthy person. Here's why.
by Carrie Schwab-Pomerantz
July 06, 2016
Healthcare costs can be pretty steep in retirement, even for a healthy person. Here's why.
Changing Jobs: What Should You Do With Your 401(k)?
by Carrie Schwab-Pomerantz
June 29, 2016
What you do with your 401(k) when you change jobs has a lot to do with both your current and future plans.
by Carrie Schwab-Pomerantz
June 29, 2016
What you do with your 401(k) when you change jobs has a lot to do with both your current and future plans.
Helping Young Adults Means More Than Writing a Check
by Carrie Schwab-Pomerantz
June 22, 2016
Will helping kids financially weaken their motivation? Not if you're selective about the type of help you give.
by Carrie Schwab-Pomerantz
June 22, 2016
Will helping kids financially weaken their motivation? Not if you're selective about the type of help you give.
Top 10 Financial To Do's for Today's Grads
by Carrie Schwab-Pomerantz
June 15, 2016
Graduation is an important milestone to mark the beginning of a new life—and new financial responsibilities.
by Carrie Schwab-Pomerantz
June 15, 2016
Graduation is an important milestone to mark the beginning of a new life—and new financial responsibilities.
Today's Retirement: Does the 4 Percent Rule Still Make Sense?
by Carrie Schwab-Pomerantz
June 08, 2016
The 4 percent rule for retirement is still useful—as long as you treat it as a guideline and remain flexible.
by Carrie Schwab-Pomerantz
June 08, 2016
The 4 percent rule for retirement is still useful—as long as you treat it as a guideline and remain flexible.
Does It Make Sense to Pay Off Your Mortgage?
by Carrie Schwab-Pomerantz
June 01, 2016
Whether or not to pay off your mortgage before you retire is a balance of practical considerations and peace of mind.
by Carrie Schwab-Pomerantz
June 01, 2016
Whether or not to pay off your mortgage before you retire is a balance of practical considerations and peace of mind.
What's The Best Way to Invest for Your Grandchildren's College Education?
by Carrie Schwab-Pomerantz
May 25, 2016
Investing on behalf of your grandchildren is a wonderful—and generous—idea. But choosing the right investment account demands some thought.
by Carrie Schwab-Pomerantz
May 25, 2016
Investing on behalf of your grandchildren is a wonderful—and generous—idea. But choosing the right investment account demands some thought.
Mindful Spending Part 4: Putting It All Together
by Carrie Schwab-Pomerantz
May 18, 2016
Mindful spending starts with awareness of expenses and goals. Now put them together for ongoing financial health.
by Carrie Schwab-Pomerantz
May 18, 2016
Mindful spending starts with awareness of expenses and goals. Now put them together for ongoing financial health.
Mindful Spending Part 3: What Are Your Top Three Financial Goals?
by Carrie Schwab-Pomerantz
May 11, 2016
Building wealth is as much about zeroing in on your dreams as it is about saving and investing.
by Carrie Schwab-Pomerantz
May 11, 2016
Building wealth is as much about zeroing in on your dreams as it is about saving and investing.
Mindful Spending Part 2: Do You Know How Much You Spend per Month?
by Carrie Schwab-Pomerantz
May 04, 2016
If you're like most people, you pay a lot of monthly bills without thinking. Now's the time to pay attention!
by Carrie Schwab-Pomerantz
May 04, 2016
If you're like most people, you pay a lot of monthly bills without thinking. Now's the time to pay attention!
Mindful Spending Part 1: Do You Know Where Your Money Is Going?
by Carrie Schwab-Pomerantz
April 27, 2016
If your spending is out of control and you're feeling stressed, here's a good antidote. And it's relatively easy!
by Carrie Schwab-Pomerantz
April 27, 2016
If your spending is out of control and you're feeling stressed, here's a good antidote. And it's relatively easy!
Dividing Up Your Estate: Does It Ever Make Sense to Split It Unequally?
by Carrie Schwab-Pomerantz
April 20, 2016
Dividing your estate equally is easiest and often best. If you do it differently, be sure to explain why.
by Carrie Schwab-Pomerantz
April 20, 2016
Dividing your estate equally is easiest and often best. If you do it differently, be sure to explain why.
How Realistic Is a College Scholarship?
by Carrie Schwab-Pomerantz
April 13, 2016
Scholarships are competitive, but there's a lot of money available if you take the time and effort to find it.
by Carrie Schwab-Pomerantz
April 13, 2016
Scholarships are competitive, but there's a lot of money available if you take the time and effort to find it.
Roth IRA Withdrawals: The Exceptions Can Be as Important as the Rules
by Carrie Schwab-Pomerantz
April 06, 2016
With taxes, nothing is simple—including Roth distributions. Get the facts first to avoid taxes and penalties.
by Carrie Schwab-Pomerantz
April 06, 2016
With taxes, nothing is simple—including Roth distributions. Get the facts first to avoid taxes and penalties.
Starting Your Own Business? Are Your Personal Finances in Order?
by Carrie Schwab-Pomerantz
March 30, 2016
Starting your own business is a financial challenge. Make sure you're personally as well as professionally prepared.
by Carrie Schwab-Pomerantz
March 30, 2016
Starting your own business is a financial challenge. Make sure you're personally as well as professionally prepared.
Maxing Out Your Tax-Deductible IRA
by Carrie Schwab-Pomerantz
March 23, 2016
Don't let confusion about IRA deductibility rules keep you from maximizing your retirement savings.
by Carrie Schwab-Pomerantz
March 23, 2016
Don't let confusion about IRA deductibility rules keep you from maximizing your retirement savings.
The Lowdown on 401(k) Loans
by Carrie Schwab-Pomerantz
March 16, 2016
There aren't strict rules on how many times you can take a 401(k) loan, but there can be far-reaching consequences.
by Carrie Schwab-Pomerantz
March 16, 2016
There aren't strict rules on how many times you can take a 401(k) loan, but there can be far-reaching consequences.
First Steps for Your Baby's Financial Future
by Carrie Schwab-Pomerantz
March 09, 2016
New baby? There's a lot to think about—including your child's financial future. College is a major savings goal, but there's even more to consider.
by Carrie Schwab-Pomerantz
March 09, 2016
New baby? There's a lot to think about—including your child's financial future. College is a major savings goal, but there's even more to consider.
Does Your Teen Need to File a Tax Return?
by Carrie Schwab-Pomerantz
February 24, 2016
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 24, 2016
Whether or not your teen needs to file a tax return, a first job can be a great lesson in financial reality.
Online Scams: How Can You Protect Yourself and Your Family?
by Carrie Schwab-Pomerantz
February 17, 2016
Online fraudsters are everywhere. Here's what you need to know—and do—to thwart them.
by Carrie Schwab-Pomerantz
February 17, 2016
Online fraudsters are everywhere. Here's what you need to know—and do—to thwart them.
Should You Consolidate Your Student Loans? Important Things to Consider.
by Carrie Schwab-Pomerantz
February 10, 2016
Consolidating student loans can make life simpler, but there are more factors to consider before making a decision.
by Carrie Schwab-Pomerantz
February 10, 2016
Consolidating student loans can make life simpler, but there are more factors to consider before making a decision.
Couples and Credit Scores: Is It a Match?
by Carrie Schwab-Pomerantz
February 03, 2016
Keeping your credit score high is important for your financial life—and maybe also for your love life.
by Carrie Schwab-Pomerantz
February 03, 2016
Keeping your credit score high is important for your financial life—and maybe also for your love life.
Do Asset Allocation and Diversification Still Work?
by Carrie Schwab-Pomerantz
January 27, 2016
The thinking about asset allocation and diversification hasn't changed, but there are new ways to fine-tune them.
by Carrie Schwab-Pomerantz
January 27, 2016
The thinking about asset allocation and diversification hasn't changed, but there are new ways to fine-tune them.
Should you refinance your mortgage?
by Carrie Schwab-Pomerantz
January 20, 2016
Rising interest rates may have you thinking about refinancing your mortgage but there's a lot more to consider.
by Carrie Schwab-Pomerantz
January 20, 2016
Rising interest rates may have you thinking about refinancing your mortgage but there's a lot more to consider.
What's the Best Way to Choose a Guardian for Your Kids?
by Carrie Schwab-Pomerantz
January 13, 2016
Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
by Carrie Schwab-Pomerantz
January 13, 2016
Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
What's a Financial Plan? Do You Need One?
by Carrie Schwab-Pomerantz
January 06, 2016
A financial plan isn't only for the wealthy. It's a great roadmap for anyone wanting to give their finances a solid sense of direction.
by Carrie Schwab-Pomerantz
January 06, 2016
A financial plan isn't only for the wealthy. It's a great roadmap for anyone wanting to give their finances a solid sense of direction.
If You Become Incapacitated, Will Your Family Know What to Do?
by Carrie Schwab-Pomerantz
December 16, 2015
The idea of dementia is hard to contemplate. But it's even harder for everyone if you never bring up the subject.
by Carrie Schwab-Pomerantz
December 16, 2015
The idea of dementia is hard to contemplate. But it's even harder for everyone if you never bring up the subject.
Who Qualifies for Social Security Disability Benefits?
by Carrie Schwab-Pomerantz
December 09, 2015
Social Security disability benefits are paid to millions of Americans—but it can be tough to qualify.
by Carrie Schwab-Pomerantz
December 09, 2015
Social Security disability benefits are paid to millions of Americans—but it can be tough to qualify.
Can You Turn Your Investment Loss into Tax Savings?
by Carrie Schwab-Pomerantz
December 02, 2015
No one likes to lose money on investing, but by harvesting capital losses, your losses could be more palatable.
by Carrie Schwab-Pomerantz
December 02, 2015
No one likes to lose money on investing, but by harvesting capital losses, your losses could be more palatable.
How Can a Teenager Begin to Invest?
by Carrie Schwab-Pomerantz
November 18, 2015
Help a young person get started investing now and they'll thank you for years to come. Here's how.
by Carrie Schwab-Pomerantz
November 18, 2015
Help a young person get started investing now and they'll thank you for years to come. Here's how.
Top 10 Year-End Tax Planning and other Financial To Do's
by Carrie Schwab-Pomerantz
November 11, 2015
There's still time to close out 2015 with a financial flourish. Check these top 10 year-end to dos off your list.
by Carrie Schwab-Pomerantz
November 11, 2015
There's still time to close out 2015 with a financial flourish. Check these top 10 year-end to dos off your list.
Does an Ex-Spouse Qualify for Survivor Benefits?
by Carrie Schwab-Pomerantz
November 04, 2015
There are three basic qualifications for ex-spouse survivors' benefits. But there's even more to consider.
by Carrie Schwab-Pomerantz
November 04, 2015
There are three basic qualifications for ex-spouse survivors' benefits. But there's even more to consider.
What's the Best Life Insurance Policy for a Young Family?
by Carrie Schwab-Pomerantz
October 28, 2015
Life insurance can be complicated, but the choices for a young family can be simple and straightforward.
by Carrie Schwab-Pomerantz
October 28, 2015
Life insurance can be complicated, but the choices for a young family can be simple and straightforward.
Taking Social Security at 62: Is It a Good Idea?
by Carrie Schwab-Pomerantz
October 14, 2015
Taking Social Security early is always an option—but it could cost you in the long run.
by Carrie Schwab-Pomerantz
October 14, 2015
Taking Social Security early is always an option—but it could cost you in the long run.
Saving for Your Child's Future? Define That Future.
by Carrie Schwab-Pomerantz
October 07, 2015
Saving for a child is a great idea but before opening an account, you need to think about your ultimate goal.
by Carrie Schwab-Pomerantz
October 07, 2015
Saving for a child is a great idea but before opening an account, you need to think about your ultimate goal.
It's Open Enrollment. HSA vs. FSA—What's the Difference?
by Carrie Schwab-Pomerantz
September 30, 2015
Open enrollment is a great time to plan for health care costs and get a tax break, too. Don't ignore it!
by Carrie Schwab-Pomerantz
September 30, 2015
Open enrollment is a great time to plan for health care costs and get a tax break, too. Don't ignore it!
Will Debt Derail Your Retirement?
by Carrie Schwab-Pomerantz
September 23, 2015
Retired or not, your debts have to be paid. Best to come up with a realistic repayment plan ahead of time.
by Carrie Schwab-Pomerantz
September 23, 2015
Retired or not, your debts have to be paid. Best to come up with a realistic repayment plan ahead of time.
What Is a Living Trust? Do You Need One?
by Carrie Schwab-Pomerantz
September 09, 2015
A living trust isn't a necessity for everyone but it can be a smart way to protect yourself and your heirs.
by Carrie Schwab-Pomerantz
September 09, 2015
A living trust isn't a necessity for everyone but it can be a smart way to protect yourself and your heirs.
Retirement Cash Reserves: What About a HELOC?
by Carrie Schwab-Pomerantz
September 02, 2015
A HELOC is great to cover the unexpected, but when it comes to retirement cash reserves, you need to plan ahead.
by Carrie Schwab-Pomerantz
September 02, 2015
A HELOC is great to cover the unexpected, but when it comes to retirement cash reserves, you need to plan ahead.
Filing for Ex-Spouse Social Security Benefits—Does Your Ex Have to Be Involved?
by Carrie Schwab-Pomerantz
August 19, 2015
If you qualify for SS benefits based on your ex's work record, it's a matter of age and timing—not communication.
by Carrie Schwab-Pomerantz
August 19, 2015
If you qualify for SS benefits based on your ex's work record, it's a matter of age and timing—not communication.
Can You Spend Money on Fun Without Feeling Guilty?
by Carrie Schwab-Pomerantz
August 12, 2015
Saving for the future is important but so is enjoying today. Learn to budget for financial security—and for fun.
by Carrie Schwab-Pomerantz
August 12, 2015
Saving for the future is important but so is enjoying today. Learn to budget for financial security—and for fun.
This Is What Marriage Equality Looks Like—For Your Finances
by Carrie Schwab-Pomerantz
August 05, 2015
Now that the Supreme Court has legalized same-sex marriage nationwide, it's essential for new couples to familiarize themselves with the financial benefits of marriage.
by Carrie Schwab-Pomerantz
August 05, 2015
Now that the Supreme Court has legalized same-sex marriage nationwide, it's essential for new couples to familiarize themselves with the financial benefits of marriage.
Should You Care About Rising Interest Rates?
by Carrie Schwab-Pomerantz
July 29, 2015
Will rising interest rates affect you personally? If you're a saver, a borrower or an investor—absolutely.
by Carrie Schwab-Pomerantz
July 29, 2015
Will rising interest rates affect you personally? If you're a saver, a borrower or an investor—absolutely.
Social Security Questions: Where Can You Get Good Advice?
by Carrie Schwab-Pomerantz
July 08, 2015
Getting ready to contact the Social Security Administration? Don't expect them to give you financial advice.
by Carrie Schwab-Pomerantz
July 08, 2015
Getting ready to contact the Social Security Administration? Don't expect them to give you financial advice.
Will You Have to Pay Capital Gains Taxes on the Sale of Your Home?
by Carrie Schwab-Pomerantz
July 01, 2015
There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
by Carrie Schwab-Pomerantz
July 01, 2015
There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
Retirement Conundrum: Spend Now or Save for Later?
by Carrie Schwab-Pomerantz
June 17, 2015
If you plan carefully, it's possible to enjoy retirement without jeopardizing your future—even if you live past 90!
by Carrie Schwab-Pomerantz
June 17, 2015
If you plan carefully, it's possible to enjoy retirement without jeopardizing your future—even if you live past 90!
Suddenly Alone—Where Can You Turn for Help?
by Carrie Schwab-Pomerantz
June 10, 2015
It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
by Carrie Schwab-Pomerantz
June 10, 2015
It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
Baby On the Way: Are You Ready for Your New Financial Reality?
by Carrie Schwab-Pomerantz
May 27, 2015
Planning for baby's arrival? Take time now (while you have it!) to get financially prepared.
by Carrie Schwab-Pomerantz
May 27, 2015
Planning for baby's arrival? Take time now (while you have it!) to get financially prepared.
Need to Adjust Your Financial Attitude? Start Here- Now!
by Carrie Schwab-Pomerantz
May 20, 2015
Getting a handle on spending and saving means changing your attitude as well as your behavior. Take these steps.
by Carrie Schwab-Pomerantz
May 20, 2015
Getting a handle on spending and saving means changing your attitude as well as your behavior. Take these steps.
Women and Retirement: Can You Afford Not to Save?
by Carrie Schwab-Pomerantz
May 06, 2015
Women are living longer than men but saving less for retirement. Here's why they need to save more—and sooner.
by Carrie Schwab-Pomerantz
May 06, 2015
Women are living longer than men but saving less for retirement. Here's why they need to save more—and sooner.
How Much Should You Be Saving?
by Carrie Schwab-Pomerantz
April 29, 2015
Everyone knows it's important to save. But how much? That depends on your goals and how long you have to reach them.
by Carrie Schwab-Pomerantz
April 29, 2015
Everyone knows it's important to save. But how much? That depends on your goals and how long you have to reach them.
Things You Want to Know About Investing but Are Afraid to Ask—Part 3
by Carrie Schwab-Pomerantz
April 22, 2015
Got investing basics down? Great. But before you invest, there are still a couple more questions to ask.
by Carrie Schwab-Pomerantz
April 22, 2015
Got investing basics down? Great. But before you invest, there are still a couple more questions to ask.
Things You Want to Know About Investing but Are Afraid to Ask—Part 2
by Carrie Schwab-Pomerantz
April 15, 2015
New to investing? Need a refresher on types of investments? A little review of basic terms can be good for everyone.
by Carrie Schwab-Pomerantz
April 15, 2015
New to investing? Need a refresher on types of investments? A little review of basic terms can be good for everyone.
Things You Want to Know About Investing but Are Afraid to Ask—Part 1
by Carrie Schwab-Pomerantz
April 08, 2015
Thinking about investing but don't know where to begin? Get your grounding with a few basic concepts.
by Carrie Schwab-Pomerantz
April 08, 2015
Thinking about investing but don't know where to begin? Get your grounding with a few basic concepts.
How Do You Value a Gift of Stock?
by Carrie Schwab-Pomerantz
April 01, 2015
Giving a gift of stock is easy. But knowing the value for gift or income taxes can be a bit more complicated.
by Carrie Schwab-Pomerantz
April 01, 2015
Giving a gift of stock is easy. But knowing the value for gift or income taxes can be a bit more complicated.
Social Security: Should You Wait Until Age 70 To Collect?
by Carrie Schwab-Pomerantz
March 25, 2015
While waiting to collect Social Security means a bigger monthly check, that's not the only thing to consider.
by Carrie Schwab-Pomerantz
March 25, 2015
While waiting to collect Social Security means a bigger monthly check, that's not the only thing to consider.
Required Minimum Distributions: What Are the Dates and Deadlines?
by Carrie Schwab-Pomerantz
March 18, 2015
Turning 70½ is a milestone for you—and the IRS. Get the facts about Required Minimum Distributions and avoid whopping penalties.
by Carrie Schwab-Pomerantz
March 18, 2015
Turning 70½ is a milestone for you—and the IRS. Get the facts about Required Minimum Distributions and avoid whopping penalties.
Seven Potential Costs of Owning a Home that Should Factor Into Your Budget
by Carrie Schwab-Pomerantz
March 04, 2015
You've got the down payment and mortgage covered—but have you budgeted for the extra costs of owning a home? Here are seven to definitely consider.
by Carrie Schwab-Pomerantz
March 04, 2015
You've got the down payment and mortgage covered—but have you budgeted for the extra costs of owning a home? Here are seven to definitely consider.
If You Have a 401(k), Do You Need an IRA, Too?
by Carrie Schwab-Pomerantz
February 25, 2015
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
February 25, 2015
While a 401(k) can be the backbone of your retirement plan, there's a good case for having an IRA as well.
Paying for College: Are Scholarships Taxable?
by Carrie Schwab-Pomerantz
February 18, 2015
Favorable tax treatment of scholarship money is only one way Uncle Sam may be able to help you with college costs.
by Carrie Schwab-Pomerantz
February 18, 2015
Favorable tax treatment of scholarship money is only one way Uncle Sam may be able to help you with college costs.
Money Management Tips For Couples Merging Households
by Carrie Schwab-Pomerantz
February 11, 2015
You're emotionally ready to move in together, but what about financially? Share your money concerns before sharing an address.
by Carrie Schwab-Pomerantz
February 11, 2015
You're emotionally ready to move in together, but what about financially? Share your money concerns before sharing an address.
Learn How To Start Investing With These Five Simple Steps.
by Carrie Schwab-Pomerantz
January 28, 2015
It isn’t difficult to become an investor. Learn how to start investing with these five simple steps.
by Carrie Schwab-Pomerantz
January 28, 2015
It isn’t difficult to become an investor. Learn how to start investing with these five simple steps.
Cash or Credit-- Which is the Smarter Way to Pay?
by Carrie Schwab-Pomerantz
January 21, 2015
Credit card perks are alluring, but you may get a savings bonus when you pay for everyday purchases with cash.
by Carrie Schwab-Pomerantz
January 21, 2015
Credit card perks are alluring, but you may get a savings bonus when you pay for everyday purchases with cash.
Close to Retirement? Don't Miss These Dates and Deadlines!
by Carrie Schwab-Pomerantz
January 14, 2015
Close to retirement? Here are some age-related dates and deadlines to put on your calendar.
by Carrie Schwab-Pomerantz
January 14, 2015
Close to retirement? Here are some age-related dates and deadlines to put on your calendar.
Finding the Right Financial Advisor—Where to Start?
by Carrie Schwab-Pomerantz
December 03, 2014
Finding the right financial advisor takes some in-depth thinking and research. Start here.
by Carrie Schwab-Pomerantz
December 03, 2014
Finding the right financial advisor takes some in-depth thinking and research. Start here.
Holiday Spending Worries? Generosity Doesn't Always Come With a High Price Tag
by Carrie Schwab-Pomerantz
November 26, 2014
With a little creative thinking, you can extend your generosity this holiday season without spending a fortune
by Carrie Schwab-Pomerantz
November 26, 2014
With a little creative thinking, you can extend your generosity this holiday season without spending a fortune
Should You Be Debt-Free Before You Retire?
by Carrie Schwab-Pomerantz
November 12, 2014
Being debt free before you retire can be a smart goal. But you have to look at your bigger financial picture.
by Carrie Schwab-Pomerantz
November 12, 2014
Being debt free before you retire can be a smart goal. But you have to look at your bigger financial picture.
What's the Best College Saving Strategy When You Have Young Kids?
by Carrie Schwab-Pomerantz
November 05, 2014
While it's important to start saving for college early, it's equally important to be strategic about how you save.
by Carrie Schwab-Pomerantz
November 05, 2014
While it's important to start saving for college early, it's equally important to be strategic about how you save.
Is Maxing Out Your 401(k) Enough?
by Carrie Schwab-Pomerantz
October 29, 2014
The IRS-mandated maximum 401(k) contributions may actually leave you short. To find out if you're on target, do the math!
by Carrie Schwab-Pomerantz
October 29, 2014
The IRS-mandated maximum 401(k) contributions may actually leave you short. To find out if you're on target, do the math!
Are You Making the Most of Your Employee Benefits?
by Carrie Schwab-Pomerantz
October 15, 2014
Don't miss out on valuable employee benefits! Use Open Enrollment to fine-tune your choices.
by Carrie Schwab-Pomerantz
October 15, 2014
Don't miss out on valuable employee benefits! Use Open Enrollment to fine-tune your choices.
You've Inherited an IRA—Now What?
by Carrie Schwab-Pomerantz
October 01, 2014
Inherited IRA rules are different for spouses and non-spouses. Make sure you know the rules that apply to you
by Carrie Schwab-Pomerantz
October 01, 2014
Inherited IRA rules are different for spouses and non-spouses. Make sure you know the rules that apply to you
Can You Dip Into Your IRA to Buy a First Home? Should You?
by Carrie Schwab-Pomerantz
September 17, 2014
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
September 17, 2014
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.
How Much Insurance Do You Need in Retirement?
by Carrie Schwab-Pomerantz
July 30, 2014
In retirement, some insurance is essential, and some is just a waste of money. Make sure you know the difference.
by Carrie Schwab-Pomerantz
July 30, 2014
In retirement, some insurance is essential, and some is just a waste of money. Make sure you know the difference.
Roth vs. Traditional 401(k)—Which Is Better?
by Carrie Schwab-Pomerantz
July 23, 2014
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
by Carrie Schwab-Pomerantz
July 23, 2014
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
Can I lower my income tax bill now that I’m retired?
by Carrie Schwab-Pomerantz
July 08, 2014
Completing your tax return every year can be a monumental task. And figuring out how to manage your tax bill takes even more work. It takes long-term planning, short-term decisions, and a solid understanding of tax concepts.
by Carrie Schwab-Pomerantz
July 08, 2014
Completing your tax return every year can be a monumental task. And figuring out how to manage your tax bill takes even more work. It takes long-term planning, short-term decisions, and a solid understanding of tax concepts.
What Do I Need to Know About Estate Taxes?
by Carrie Schwab-Pomerantz
July 07, 2014
Federal estate taxes apply to only a small fraction of taxpayers. But even if you don’t have to pay federal estate taxes, you may be on the hook for state taxes.
by Carrie Schwab-Pomerantz
July 07, 2014
Federal estate taxes apply to only a small fraction of taxpayers. But even if you don’t have to pay federal estate taxes, you may be on the hook for state taxes.
Buy or Rent? And Where to Park Your Down Payment until You Decide?
by Carrie Schwab-Pomerantz
July 02, 2014
Deciding to buy or rent is a big decision. So is deciding what to do with your down payment in the meantime.
by Carrie Schwab-Pomerantz
July 02, 2014
Deciding to buy or rent is a big decision. So is deciding what to do with your down payment in the meantime.
What Financial Steps Should You Take When a Spouse Dies?
by Carrie Schwab-Pomerantz
June 04, 2014
There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.
by Carrie Schwab-Pomerantz
June 04, 2014
There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.
Who Qualifies for Social Security Survivor Benefits?
by Carrie Schwab-Pomerantz
May 28, 2014
It's hard to think of finances when a spouse has died, but don't ignore possible Social Security survivor benefits.
by Carrie Schwab-Pomerantz
May 28, 2014
It's hard to think of finances when a spouse has died, but don't ignore possible Social Security survivor benefits.
Social Security Basics—Five Things to Think About Before You Apply
by Carrie Schwab-Pomerantz
April 30, 2014
Are you maximizing your Social Security benefits? Here's what you should know before you apply.
by Carrie Schwab-Pomerantz
April 30, 2014
Are you maximizing your Social Security benefits? Here's what you should know before you apply.
How Do Annuities Work? Find Out Before Taking the Plunge
by Carrie Schwab-Pomerantz
April 28, 2014
Some annuities are better than others: Find out how annuities work, what to consider, and whether purchasing one can be a smart move for you.
by Carrie Schwab-Pomerantz
April 28, 2014
Some annuities are better than others: Find out how annuities work, what to consider, and whether purchasing one can be a smart move for you.
When Is the Best Time to File for Social Security Benefits?
by Carrie Schwab-Pomerantz
April 28, 2014
Don't lose out on valuable benefits by collecting Social Security too early. Carefully weigh your options to get the best return on your money.
by Carrie Schwab-Pomerantz
April 28, 2014
Don't lose out on valuable benefits by collecting Social Security too early. Carefully weigh your options to get the best return on your money.
Retirement Ahead: Do You Have Enough Exposure to Stocks?
by Carrie Schwab-Pomerantz
April 23, 2014
It's recommended that people gradually move away from stocks as they get older—but can you overdo it?
by Carrie Schwab-Pomerantz
April 23, 2014
It's recommended that people gradually move away from stocks as they get older—but can you overdo it?
Saving for Retirement: How Much Is Enough?
by Carrie Schwab-Pomerantz
April 09, 2014
Experts may say you need a million or more to retire, but is that true for everyone? It's best to run your own numbers.
by Carrie Schwab-Pomerantz
April 09, 2014
Experts may say you need a million or more to retire, but is that true for everyone? It's best to run your own numbers.
Can You Give Part of Your IRA to Your Family Tax Free?
by Carrie Schwab-Pomerantz
March 19, 2014
You may be willing to share your IRA with your family, but Uncle Sam wants his share, too.
by Carrie Schwab-Pomerantz
March 19, 2014
You may be willing to share your IRA with your family, but Uncle Sam wants his share, too.
Newly Retired? Fresh Ideas for Managing Your Retirement Income
by Carrie Schwab-Pomerantz
March 19, 2014
When tapping into your retirement accounts, learn which accounts and investments to draw from first.
by Carrie Schwab-Pomerantz
March 19, 2014
When tapping into your retirement accounts, learn which accounts and investments to draw from first.
9 Tips to Help Maximize Your Retirement Nest Egg
by Carrie Schwab-Pomerantz
March 18, 2014
Now that you've built your retirement nest egg, learn the best ways to help maximize it.
by Carrie Schwab-Pomerantz
March 18, 2014
Now that you've built your retirement nest egg, learn the best ways to help maximize it.
Can You Contribute to an IRA If You Don't Have a Job?
by Carrie Schwab-Pomerantz
February 26, 2014
IRA contributions can only be made from what the IRS defines as earned income. But wages aren't the only type of income that qualifies.
by Carrie Schwab-Pomerantz
February 26, 2014
IRA contributions can only be made from what the IRS defines as earned income. But wages aren't the only type of income that qualifies.
Need to Put Retirement Savings on the Fast Track?
by Carrie Schwab-Pomerantz
February 26, 2014
Retirement saving isn't just about stashing cash. There are tax-smart ways to help you get farther faster.
by Carrie Schwab-Pomerantz
February 26, 2014
Retirement saving isn't just about stashing cash. There are tax-smart ways to help you get farther faster.
When You Cash Out a Custodial Account, Who Declares the Gains or Losses?
by Carrie Schwab-Pomerantz
February 19, 2014
When you take over a custodial account, the gains--and the losses--are yours for better or worse.
by Carrie Schwab-Pomerantz
February 19, 2014
When you take over a custodial account, the gains--and the losses--are yours for better or worse.
Valentine's Day: Can You Be Romantic on a Budget?
by Carrie Schwab-Pomerantz
February 05, 2014
If you're worried about your Valentine's Day budget, get creative. It can be just as much fun to be frugal.
by Carrie Schwab-Pomerantz
February 05, 2014
If you're worried about your Valentine's Day budget, get creative. It can be just as much fun to be frugal.
What's the Best Retirement Plan for Your Small Business?
by Carrie Schwab-Pomerantz
January 29, 2014
Own a small business? Don't miss out on these opportunities to save more for retirement and decrease taxable income.
by Carrie Schwab-Pomerantz
January 29, 2014
Own a small business? Don't miss out on these opportunities to save more for retirement and decrease taxable income.
Do Your Folks Have an Advance Healthcare Directive? Do You?
by Carrie Schwab-Pomerantz
January 22, 2014
No matter your age, it's wise to think about what you'd want done in a medical crisis—then put it in writing.
by Carrie Schwab-Pomerantz
January 22, 2014
No matter your age, it's wise to think about what you'd want done in a medical crisis—then put it in writing.
Is Downsizing the Right Move for You?
by Carrie Schwab-Pomerantz
January 15, 2014
Thinking of downsizing? It's great to sell your home when prices are up, but that's not the only consideration.
by Carrie Schwab-Pomerantz
January 15, 2014
Thinking of downsizing? It's great to sell your home when prices are up, but that's not the only consideration.
Looking for the Perfect Gift This Season? Consider a Charitable Donation
by Carrie Schwab-Pomerantz
December 04, 2013
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
December 04, 2013
If the stress of gift giving is getting you down, a charitable donation in someone's name can be the perfect fit.
Got Kids? Make Life a Little Easier With This Financial Checklist
by Carrie Schwab-Pomerantz
October 30, 2013
Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.
by Carrie Schwab-Pomerantz
October 30, 2013
Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.
Saving for College: Five Steps to Get You Started
by Carrie Schwab-Pomerantz
September 25, 2013
Don't panic about the future cost of college. Instead, put yourself on a savings program you can stick with.
by Carrie Schwab-Pomerantz
September 25, 2013
Don't panic about the future cost of college. Instead, put yourself on a savings program you can stick with.