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Schwab

Nov 30, 2020

SCHWAB-POMERANTZ: Does It Make Sense to Buy Your First Home While You’re in the Military?

          Dear Carrie: I’m one year into my four-year contract with the Army. I currently live off base but hate wasting my money on rent. I’m thinking about buying, especially […]

Nov 25, 2020

SCHWAB-POMERANTZ: Is Your Financial ‘Go Bag’ Packed and Ready?

          Dear Carrie: I know I need an emergency fund, but with all the disasters happening these days, what should I have ready in terms of my finances if I […]

Nov 17, 2020

SCHWAB-POMERANTZ: Older Investors Are Asking: Should I Get Out of Stocks?

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 […]

Nov 10, 2020

SCHWAB-POMERANTZ: How Can I Make the Most of My Stock Options?

          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 […]

Nov 2, 2020

SCHWAB – POMERANTZ: How Do You Recognize Financial Abuse?

          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 […]

Oct 22, 2020

SCHWAB-POMERANTZ: It’s Open Enrollment: Are You Making the Most of Your Employee Benefits?

  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 […]

Oct 16, 2020

SCHWAB-POMERANTZ: 7 Important Questions a Financial Plan Can Help You Answer

  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 […]

Oct 13, 2020

SCHWAB – POMERANTZ: Could More Screen Time Give Your Kids a Financial Head Start?

          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 […]

Oct 6, 2020

SCHWAB – POMERANTZ: Protecting Your Family With Life Insurance

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, […]

Sep 29, 2020

SCHWAB-POMERANTZ: Is a Reverse Mortgage Right for You?

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 […]

Sep 22, 2020

SCHWAB-POMERANTZ: Laid off and Worried About Money: What to Do Next?

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 […]

Sep 15, 2020

SCHWAB-POMERANTZ: Americans Want Financial Literacy … Now!

        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, […]

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