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Schwab

Mar 2, 2021

SCHWAB-POMERANTZ: Rules of Engagement: How to NOT Fight With Your Fiance About Money

  Dear Carrie: My boyfriend and I just got engaged. While we agree on most things, we seem to have a lot of differences when it comes to handling money […]

Feb 22, 2021

SCHWAB-POMERANTZ: Should I Take the Lump Sum Option From My Pension?

          Dear Carrie: I’m about to retire, and I have to decide between taking a lump sum or lifetime income payments for my pension. I’m leaning toward the lump sum. […]

Feb 15, 2021

SCHWAB-POMERANTZ: In a Year Full of Challenges, How Can We Give Back?

          Dear Readers: As I recently wrote, this holiday season is going to be different for a lot of people in terms of celebrations and gift giving, but there’s one […]

Feb 8, 2021

College Ahead: How Can I Improve My Child’s Chances for Financial Aid?

          Dear Carrie: My daughter is starting high school this year, and I’m worried about paying for college. I’ve saved some money, but as a single mom, I’m afraid I […]

Feb 1, 2021

SCHWAB-POMERANTZ: When Does Insurance Make Sense?

          Dear Readers: The question posed in the headline is a great one because insurance can be one of the most confusing areas of finance. Now is a very good […]

Jan 25, 2021

SCHWAB-POMERANTZ: Put 2021 on the Fast Track With a Financial Fartlek

          Dear Readers: Want to try something different in the new year? How about fartlek training? It’s a pretty funny word for a serious way runners can train for a […]

Jan 19, 2021

SCHWAB-POMERANTZ: Paying for Long-Term Care: Explore Your Options

Dear Carrie: My husband and I are curious about long-term care insurance. It all seems so confusing. How can we decide if (and when) we should buy it, and if […]

Jan 11, 2021

SCHWAB-POMERANTZ: What Should You Do If Your Employer Suspends Your 401(k) Match?

  Dear Carrie: My employer recently stopped offering a 401(k) match. I’ve always tried to contribute enough to get the entire match, but now I am in a bit of […]

Jan 5, 2021

SCHWAB-POMERANTZ: Raise Your Financial IQ in 2021

  Dear Readers: It’s that time again. And while you may have promised yourself to be smarter about your finances in 2021, we all know that New Year’s resolutions are […]

Dec 18, 2020

SCHWAB-POMERANTZ: Is Your Mother, Sister, Daughter Investing? Are You?

          Dear Readers: Women’s Equality Day is celebrated on Aug. 26, and this year, it had a special meaning. It marked the 100th anniversary of the ratification of the 19th […]

Dec 14, 2020

SCHWAB-POMERANTZ: How Do You Rate Your Financial Know-How?

  Dear Readers: If I asked you to rate your financial know-how on a scale of 1-7 (with 7 being the highest), where would you place yourself? If you’re like […]

Dec 7, 2020

SCHWAB-POMERANTZ: Introducing Fractional Shares: A New Way to Get Started Investing

          Dear Carrie: I’ve been hearing about fractional shares as a way to invest in the stock market. Can you explain how they work? — A Reader         Dear Reader: No […]

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