Ask Carrie
Focusing on a Tax Refund? Do Some Tax Planning Instead
by Carrie Schwab-Pomerantz
July 29, 2020
Getting a big refund doesn't mean you're paying less in taxes. It means you may need to do some better tax planning.
by Carrie Schwab-Pomerantz
July 29, 2020
Getting a big refund doesn't mean you're paying less in taxes. It means you may need to do some better tax planning.
How Do You Rate Your Financial Know-How?
by Carrie Schwab-Pomerantz
July 22, 2020
Can you successfully answer five basic financial literacy questions? Here's a way to test your financial knowledge.
by Carrie Schwab-Pomerantz
July 22, 2020
Can you successfully answer five basic financial literacy questions? Here's a way to test your financial knowledge.
Roth vs. Traditional 401(k)—Which Is Better?
by Carrie Schwab-Pomerantz
July 16, 2020
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
by Carrie Schwab-Pomerantz
July 16, 2020
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
How Does the SECURE Act Impact Saving After Age 70?
by Carrie Schwab-Pomerantz
July 15, 2020
You're never too old to keep saving. And now the SECURE Act gives you added incentive—even past age 70.
by Carrie Schwab-Pomerantz
July 15, 2020
You're never too old to keep saving. And now the SECURE Act gives you added incentive—even past age 70.
Is Downsizing the Right Move for You?
by Carrie Schwab-Pomerantz
July 14, 2020
Thinking of downsizing? There can be considerable financial rewards, but that's not the only consideration.
by Carrie Schwab-Pomerantz
July 14, 2020
Thinking of downsizing? There can be considerable financial rewards, but that's not the only consideration.
Is Market Volatility Keeping You on the Sidelines? Consider Dollar-Cost Averaging
by Carrie Schwab-Pomerantz
July 08, 2020
Dollar-cost averaging is a great way to stay on track during times of market volatility.
by Carrie Schwab-Pomerantz
July 08, 2020
Dollar-cost averaging is a great way to stay on track during times of market volatility.
Do You Want to Leave an IRA to Your Grandchildren?
by Carrie Schwab-Pomerantz
July 07, 2020
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
by Carrie Schwab-Pomerantz
July 07, 2020
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
The Upside of a Down Market
by Carrie Schwab-Pomerantz
July 01, 2020
Market downturns can be unsettling, but can present some surprising opportunities for investors.
by Carrie Schwab-Pomerantz
July 01, 2020
Market downturns can be unsettling, but can present some surprising opportunities for investors.
Short on Cash? Carefully Consider Your Options
by Carrie Schwab-Pomerantz
June 30, 2020
Worried about selling in a volatile market? There's more than one way to come up with cash when you need it.
by Carrie Schwab-Pomerantz
June 30, 2020
Worried about selling in a volatile market? There's more than one way to come up with cash when you need it.
Can You Rollover a Roth 401(k) to a Roth IRA?
by Carrie Schwab-Pomerantz
June 29, 2020
Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.
by Carrie Schwab-Pomerantz
June 29, 2020
Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.
Staying Calm During the Market Storm: Five Things You Can Do Now
by Carrie Schwab-Pomerantz
June 29, 2020
Ready to panic? Don't. In times of turmoil, sticking with your plan and staying invested is the best strategy.
by Carrie Schwab-Pomerantz
June 29, 2020
Ready to panic? Don't. In times of turmoil, sticking with your plan and staying invested is the best strategy.
Laid Off and Worried About Money: What to Do Next?
by Carrie Schwab-Pomerantz
June 24, 2020
If you've lost your job, here are concrete steps you can take right now to help secure the present—and the future.
by Carrie Schwab-Pomerantz
June 24, 2020
If you've lost your job, here are concrete steps you can take right now to help secure the present—and the future.
Protecting Your Family With Life Insurance
by Carrie Schwab-Pomerantz
June 17, 2020
New parents have lots of things on their minds—and life insurance should definitely be one of them. Here's why.
by Carrie Schwab-Pomerantz
June 17, 2020
New parents have lots of things on their minds—and life insurance should definitely be one of them. Here's why.
Survival Guide for New College Graduates in the Year of COVID-19
by Carrie Schwab-Pomerantz
June 10, 2020
For new graduates looking for a job in this difficult market, smart money management is crucial.
by Carrie Schwab-Pomerantz
June 10, 2020
For new graduates looking for a job in this difficult market, smart money management is crucial.
What's the Best Way to Choose a Guardian for Your Kids?
by Carrie Schwab-Pomerantz
June 09, 2020
Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
by Carrie Schwab-Pomerantz
June 09, 2020
Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
Redditors Asked Carrie These Financial Questions. Can You Relate?
by Carrie Schwab-Pomerantz
June 03, 2020
Times of crisis raise a lot of questions about how to manage your money. Here are three that are relevant today.
by Carrie Schwab-Pomerantz
June 03, 2020
Times of crisis raise a lot of questions about how to manage your money. Here are three that are relevant today.
The Emotional Benefits of Strong Money Management
by Carrie Schwab-Pomerantz
May 27, 2020
Feeling financially anxious? Reduce stress by focusing on what you can control and creating a plan of action.
by Carrie Schwab-Pomerantz
May 27, 2020
Feeling financially anxious? Reduce stress by focusing on what you can control and creating a plan of action.
I’m in the Military. Should I Invest in a TSP?
by Carrie Schwab-Pomerantz
May 20, 2020
New changes in the military retirement system give greater importance to the Thrift Savings Plan (TSP). Here's why.
by Carrie Schwab-Pomerantz
May 20, 2020
New changes in the military retirement system give greater importance to the Thrift Savings Plan (TSP). Here's why.
Can I Lower My Income Tax Bill Now That I’m Retired?
by Carrie Schwab-Pomerantz
May 19, 2020
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
May 19, 2020
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.
You've Inherited an IRA—Now What?
by Carrie Schwab-Pomerantz
May 19, 2020
Inherited IRA rules are different for spouses and non-spouses, and have changed under the SECURE Act. Make sure you know the rules that apply to you.
by Carrie Schwab-Pomerantz
May 19, 2020
Inherited IRA rules are different for spouses and non-spouses, and have changed under the SECURE Act. Make sure you know the rules that apply to you.