Ask Carrie
Short on Cash? Carefully Consider Your Options
by Carrie Schwab-Pomerantz
April 01, 2020
Worried about selling in a down market? There's more than one way to come up with cash when you need it.
by Carrie Schwab-Pomerantz
April 01, 2020
Worried about selling in a down market? There's more than one way to come up with cash when you need it.
Should I Change My Investment Strategy?
by Carrie Schwab-Pomerantz
March 25, 2020
Your feelings about risk can change in volatile markets, but consider your goals and timeframe before taking action.
by Carrie Schwab-Pomerantz
March 25, 2020
Your feelings about risk can change in volatile markets, but consider your goals and timeframe before taking action.
Staying Calm During the Market Storm: Five Things You Can Do Now
by Carrie Schwab-Pomerantz
March 18, 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
March 18, 2020
Ready to panic? Don't. In times of turmoil, sticking with your plan and staying invested is the best strategy.
What Do Recent Changes to FICO Scores Mean for Me?
by Carrie Schwab-Pomerantz
March 11, 2020
Recent FICO changes could impact your credit score, but the fundamentals of good credit remain the same.
by Carrie Schwab-Pomerantz
March 11, 2020
Recent FICO changes could impact your credit score, but the fundamentals of good credit remain the same.
Women and Money: Why It's Important to Take Control of Your Finances
by Carrie Schwab-Pomerantz
March 04, 2020
Themes of equality and opportunity during Women's History month reinforce the importance of financial independence.
by Carrie Schwab-Pomerantz
March 04, 2020
Themes of equality and opportunity during Women's History month reinforce the importance of financial independence.
Who Qualifies for Social Security Disability Benefits?
by Carrie Schwab-Pomerantz
March 02, 2020
Social Security disability benefits are paid to millions of Americans—but the process to qualify is lengthy. Don’t delay.
by Carrie Schwab-Pomerantz
March 02, 2020
Social Security disability benefits are paid to millions of Americans—but the process to qualify is lengthy. Don’t delay.
How Much of Your Income Do You Need to Replace in Retirement?
by Carrie Schwab-Pomerantz
February 26, 2020
How much income do you need to replace in retirement? There are guidelines—and then there's reality.
by Carrie Schwab-Pomerantz
February 26, 2020
How much income do you need to replace in retirement? There are guidelines—and then there's reality.
What's the Best Way to Set Up an Education Fund for My Grandchild?
by Carrie Schwab-Pomerantz
February 21, 2020
Funding a grandchild's education can be complicated business. Be sure to consider all of your choices before making a decision.
by Carrie Schwab-Pomerantz
February 21, 2020
Funding a grandchild's education can be complicated business. Be sure to consider all of your choices before making a decision.
How Can I Invest If I Don’t Have Earned Income?
by Carrie Schwab-Pomerantz
February 19, 2020
Even if you don't have earned income, there are both tax-deferred and taxable ways to save for your future.
by Carrie Schwab-Pomerantz
February 19, 2020
Even if you don't have earned income, there are both tax-deferred and taxable ways to save for your future.
Will You Have to Pay Capital Gains Taxes on the Sale of Your Home?
by Carrie Schwab-Pomerantz
February 18, 2020
There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
by Carrie Schwab-Pomerantz
February 18, 2020
There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
Is Health Insurance Worth the Cost?
by Carrie Schwab-Pomerantz
February 12, 2020
Health insurance is expensive, but not having it could be financially devastating. Know your options.
by Carrie Schwab-Pomerantz
February 12, 2020
Health insurance is expensive, but not having it could be financially devastating. Know your options.
When Is the Best Time to File for Social Security Benefits?
by Carrie Schwab-Pomerantz
February 11, 2020
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
February 11, 2020
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.
How Much Should You Be Saving?
by Carrie Schwab-Pomerantz
February 11, 2020
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
February 11, 2020
Everyone knows it's important to save. But how much? That depends on your goals and how long you have to reach them.
You Trust Your Partner With Your Love—What About Your Money?
by Carrie Schwab-Pomerantz
February 05, 2020
Are you completely honest with your partner about your finances? Here's why you should be.
by Carrie Schwab-Pomerantz
February 05, 2020
Are you completely honest with your partner about your finances? Here's why you should be.
Paying for College: Are Scholarships Taxable?
by Carrie Schwab-Pomerantz
January 31, 2020
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
January 31, 2020
Favorable tax treatment of scholarship money is only one way Uncle Sam may be able to help you with college costs.
You're Saving. Should You Be Investing Too?
by Carrie Schwab-Pomerantz
January 29, 2020
You may have a sizable savings account, but don't stop there. Here's why simply saving may not be enough.
by Carrie Schwab-Pomerantz
January 29, 2020
You may have a sizable savings account, but don't stop there. Here's why simply saving may not be enough.
Close to Retirement? Don't Miss These Dates and Deadlines!
by Carrie Schwab-Pomerantz
January 24, 2020
Close to retirement? Here are some age-related dates and deadlines to put on your calendar.
by Carrie Schwab-Pomerantz
January 24, 2020
Close to retirement? Here are some age-related dates and deadlines to put on your calendar.
10 Questions Every Couple Should Ask Before Retiring
by Carrie Schwab-Pomerantz
January 22, 2020
Facing retirement together? Beware of these lifestyle issues that can affect your finances—and your relationship.
by Carrie Schwab-Pomerantz
January 22, 2020
Facing retirement together? Beware of these lifestyle issues that can affect your finances—and your relationship.
What Do I Need to Know About Estate Taxes?
by Carrie Schwab-Pomerantz
January 21, 2020
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
January 21, 2020
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.
Financial Literacy: A Powerful Tool for Social Justice in 2020 and Beyond
by Carrie Schwab-Pomerantz
January 15, 2020
Financial literacy is a powerful tool for social justice.
by Carrie Schwab-Pomerantz
January 15, 2020
Financial literacy is a powerful tool for social justice.