Ask Carrie
The personal side of money.
CONTENT WITH Ask Carrie
Focusing on a Tax Refund? Do Some Planning Instead
Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.
Will Medicare Cover Me When I’m Traveling?
Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.
Fighting Financial Fraud and Elder Abuse
We can all take steps to protect ourselves and our loved ones from financial fraud and exploitation.
Should You Care About Rising Interest Rates?
Will rising interest rates affect you personally? Most likely. No need to panic, but best to be aware.
Paying for College: Are Scholarships Taxable?
Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.
Help! My Student Loans Are Due Again!
With the right strategy, you can pay off debt while at the same time building a strong financial foundation.
Getting our Youth on the Road to Financial Literacy
There's an urgent need to educate our kids about money. Join us as we launch our new financial literacy program.
Should You Consider Delaying Retirement? The Answer Might Surprise You
Working longer is just about always a financial plus, but there’s more to consider.
How Much Should You Save for Your Kids' College?
Most families don't pay the sticker price for college, but don't put off saving. Consider a 529—and start early.
Struggling with Retirement Savings? Uncle Sam May Give You Extra Credit.
The Saver's Credit is like a retirement match from Uncle Sam—if you qualify. Here's what you need to know.
Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.
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