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 70, and like a lot of older investors, I was still heavily invested in the stock market when this economy hit dangerous territory. At this stage of life, I don’t have a lot of time to “make ...

Tagged with: SCHWAB-POMERANTZ

          Dear Carrie: I recently accepted a position at a small startup, where my salary is about the same but I will also get stock options. Can you please tell me what I need to know about company stock options? ...

Tagged with: SCHWAB-POMERANTZ

          Dear Carrie: I’m concerned that my son is in a financially abusive relationship. Because his fiancee claims to be better with money, she manages all their finances, including his salary, and controls their accounts. As a result, he’s totally ...

Tagged with: financial abuse

  Dear Readers: As we approach open enrollment, I’m hoping every single one of you will take the time to carefully review your choices. There’s no question that employee benefits are always a significant part of your financial life. But ...

Tagged with: SCHWAB-POMERANTZ

  Dear Readers: October is the month for fall colors, a chill in the air, Halloween — and financial planning. Yes, October is National Financial Planning Month. And while that might not stir your senses in quite the same way, ...

Tagged with: financial planning

          Dear Readers: I have an unusual question for you: If your kids could learn about paying off a mortgage or controlling debt by playing a fantasy online game, would you give them a bit more screen time? How about ...

Tagged with: SCHWAB-POMERANTZ

Dear Carrie: My partner and I recently had our first child and are trying to get our finances in order. We met with an attorney to put together a will, and she mentioned that we might need life insurance. I ...

Tagged with: Schwab

Dear Carrie: My wife and I are in our 60s and looking at ways to reduce our expenses when we retire. We’ve considered downsizing, but after 27 years, our house and the neighborhood still fit us. Our home is finally ...

Tagged with: reverse mortgage

Dear Carrie: I’m a single parent with two middle school-aged kids and was just laid off because COVID-19 regulations forced my employer to shut down. I’m worried I may be out of work for a while. I received a small ...

Tagged with: Schwab

        Dear Readers: Today, I’d like to turn the tables and ask you a question: Let’s say you could design a basic high school curriculum. Outside of core courses like science, math and English, how would you rank adding financial literacy ...

Tagged with: financial literacy