Mecklenburg Times: News for Mecklenburg, Union and Iredell counties Real Estate, Development, Construction, and Community News in the Charlotte area and throughout Mecklenburg, Union and Iredell counties
Dear Carrie: I’m 35 and would really like to buy my first home. I’ve saved a pretty good chunk for a down payment, but I still worry that I’ll get in over my head. How can I know for sure ...
Tagged with: first-time homebuyers
Read More »Thinking About Taking the Plunge? Tips for a First-Time Home Buyer
SCHWAB-POMERANTZ: What Money Values Are You Passing on to Your Kids? 
Dear Readers: Mother’s Day had me feeling a bit wistful about the fact that my kids are now in their 20s, and like so many of us, I wonder where the time has gone. As I’ve been thinking about what ...
Tagged with: Charles Schwab
Read More »SCHWAB-POMERANTZ: 2019 Modern Wealth Survey Results Are In. How Do You Stack Up?
Dear Readers: Every year about this time, Schwab conducts a survey that takes a close look at how Americans view wealth and manage their money. I’ve long been fascinated by the complicated relationship that we have with money and how ...
Tagged with: housing wealth
Read More »Is Your Wedding Your Top Financial Goal?
Dear Readers: While there’s a lot of talk about how millennials are creating their own wedding traditions — from cotton candy bouquets to movie-themed ceremonies — there’s one thing that seems to be a constant: the high cost. According to ...
Tagged with: Wedding
Read More »SCHWAB-POMERANTZ: Saving for College: What’s the Difference Between a 529 Plan and Custodial Account?
Dear Carrie: As a relatively new parent, I’m confused about the best way to save for my son’s college. He’s only 3 years old, but I want to get started now. What would you suggest? — A Reader Dear Reader: ...
Tagged with: college
Read More »A Father’s Day Financial Checklist for New Dads (and Moms)
Dear Readers: Celebrating Father’s Day for the first time can be great fun — and a little scary. The new responsibilities that go along with the joys of becoming a father can give even the most prepared new dad a ...
Tagged with: checklist
Read More »SCHWAB-POMERANTZ: Navigating the World of Student Loans
Dear Carrie: I’m collegebound and beginning to look at financing options. Given the sometimes alarming headlines about student-debt levels, should I be worried about overextending myself? — A Reader Dear Reader: The headlines are indeed alarming: — “The Student Loan ...
Tagged with: college
Read More »What Do Military Vets Need to Know About Their Finances?
Dear Carrie: My son joined the Army right out of high school with the idea of a military career. After 12 years and two tours of duty, he’s decided to return to civilian life. I’ve been reading that vets can ...
Tagged with: military
Read More »SCHWAB-POMERANTZ: Can You Roll Over a Roth 401(k) to a Roth IRA?
Dear Carrie: I’m 56 and have both a traditional and a Roth 401(k). Right now, I contribute the maximum to my Roth each year. I plan to roll the Roth 401(k) into a Roth IRA before I’m 70 1/2 to ...
Read More »SCHWAB-POMERANTZ: Women and Social Security: Are You Maximizing Your Benefits?
Dear Readers: Lately, I’ve been getting a lot of questions from women wondering about their Social Security options. While many are workingwomen who qualify for benefits on their own work records, they’re curious about spousal benefits and whether they’re a ...
Tagged with: Social Security
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