Investing
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.
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.
Top 10 Financial Tips for Today's Grads
by Carrie Schwab-Pomerantz
April 26, 2017
Graduation brings new freedoms but also new responsibilities—especially when it comes to money. Are you ready?
by Carrie Schwab-Pomerantz
April 26, 2017
Graduation brings new freedoms but also new responsibilities—especially when it comes to money. Are you ready?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
Thinking of Taking an Early 401(k) Withdrawal? Consider the Ultimate Cost.
by Carrie Schwab-Pomerantz
March 02, 2016
Your 401(k) may seem like a source of ready cash but taking an early distribution could be more of a loss than a gain.
by Carrie Schwab-Pomerantz
March 02, 2016
Your 401(k) may seem like a source of ready cash but taking an early distribution could be more of a loss than a gain.
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.
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.
10 Financial Resolutions for a Brighter New Year
by Carrie Schwab-Pomerantz
December 23, 2015
Resolved to be in better financial shape next year? Here are 10 easy-to-keep resolutions to get you started and keep you on track.
by Carrie Schwab-Pomerantz
December 23, 2015
Resolved to be in better financial shape next year? Here are 10 easy-to-keep resolutions to get you started and keep you on track.
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.
Happy Halloween! 10 Tips to Treat Yourself to a More Secure Financial Future.
by Carrie Schwab-Pomerantz
October 21, 2015
Haunted by money worries? Treat yourself to a more secure financial future with these 10 smart money management tips.
by Carrie Schwab-Pomerantz
October 21, 2015
Haunted by money worries? Treat yourself to a more secure financial future with these 10 smart money management tips.
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.
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.
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.
Portfolio Blues: Should I Stay in the Market or Get Out While I'm Ahead?
by Carrie Schwab-Pomerantz
July 15, 2015
Worried about the stock market? Don't be. Whether stocks are up or down, let your own timeline be your guide.
by Carrie Schwab-Pomerantz
July 15, 2015
Worried about the stock market? Don't be. Whether stocks are up or down, let your own timeline be your guide.
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.
Welcome to the Real World: Personal Finance Tips for New Grads
by Carrie Schwab-Pomerantz
June 24, 2015
Your child has graduated, but there's one more class he or she needs to take: Personal Finance 101.
by Carrie Schwab-Pomerantz
June 24, 2015
Your child has graduated, but there's one more class he or she needs to take: Personal Finance 101.
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.
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.
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.
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.
What's in Store for 2015: Important IRS, Social Security and Medicare Updates
by Carrie Schwab-Pomerantz
January 07, 2015
Small changes in rules and regulations may affect how you save and spend in 2015. Best to be informed.
by Carrie Schwab-Pomerantz
January 07, 2015
Small changes in rules and regulations may affect how you save and spend in 2015. Best to be informed.
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
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!
13 Ghastly Money Mistakes That Could Come Back to Haunt You
by Carrie Schwab-Pomerantz
October 22, 2014
Avoid these money mistakes to help keep the ghost of past decisions from spoiling your financial future.
by Carrie Schwab-Pomerantz
October 22, 2014
Avoid these money mistakes to help keep the ghost of past decisions from spoiling your financial future.
How Financially Savvy Is Your Teenager?
by Carrie Schwab-Pomerantz
September 03, 2014
Teens may feel grown up, but when it comes to managing money they still have an awful lot to learn.
by Carrie Schwab-Pomerantz
September 03, 2014
Teens may feel grown up, but when it comes to managing money they still have an awful lot to learn.
What's the Best Way to Pay for a Home Renovation?
by Carrie Schwab-Pomerantz
March 26, 2014
A 401(k) loan may sound appealing, but it's not the only—nor the best—way to get the cash for a home remodel.
by Carrie Schwab-Pomerantz
March 26, 2014
A 401(k) loan may sound appealing, but it's not the only—nor the best—way to get the cash for a home remodel.
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.
Do You Know Enough About Your Family Finances?
by Carrie Schwab-Pomerantz
February 12, 2014
Even if your spouse is calling the shots financially, it's essential that you know the game plan.
by Carrie Schwab-Pomerantz
February 12, 2014
Even if your spouse is calling the shots financially, it's essential that you know the game plan.
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.
10 Scariest Money Mistakes-- Don't Be Tricked!
by Carrie Schwab-Pomerantz
October 23, 2013
Avoid these mistakes now to help build a more financially secure future.
by Carrie Schwab-Pomerantz
October 23, 2013
Avoid these mistakes now to help build a more financially secure future.