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Schwab

Sep 8, 2020

SCHWAB – POMERANTZ: Redditors Asked Carrie These Financial Questions. Can You Relate?

Dear Readers: Recently, I did my first ever Reddit Ask Me Anything (AMA). I was really excited about it, and not just because my kids are Redditors who constantly seek […]

Aug 31, 2020

SCHWAB-POMERANTZ: Are You Planning a Post-Pandemic Wedding?

Dear Carrie: My fiance and I were just starting to plan our wedding when the COVID-19 pandemic hit. Originally, we thought we would have a no-expense-spared, blowout wedding and reception […]

Aug 21, 2020

SCHWAB – POMERANTZ: Focusing on a Tax Refund? Do Some Tax Planning Instead

Dear Carrie: When I did my taxes this year, I wound up owing a lot to the IRS. A friend at work mentioned they got a huge tax refund. How […]

Aug 17, 2020

SCHWAB – POMERANTZ: Do Asset Allocation and Diversification Still Work?

Dear Readers: Here we go again. In early March, the COVID-19 pandemic brought the 11-year bull market to a crashing halt. Since that time, the markets have largely recovered but […]

Aug 11, 2020

SCHWAB – POMERANTZ: Stressed About Money? You’re Not Alone

        Dear readers: The recent market plunge has a lot of people feeling more anxious than usual. Not surprising. Feeling out of control of your finances — and your future — […]

Jul 30, 2020

SCHWAB-POMERANTZ: I’m in the Military. Should I Invest in a TSP?

          Dear Carrie: I’m 26 and in the Navy. I enlisted last year and am currently stationed in South Korea. With some extra cash I’m expecting from my next deployment, […]

Jul 28, 2020

SCHWAB – POMERANTZ: How Does the SECURE Act Impact Saving After Age 70?

  Dear Carrie: I turn 70 this year and am working part time. I don’t necessarily need the income, but I like my work, and it gives me money to […]

Jul 21, 2020

SCHWAB-POMERANTZ: Is Market Volatility Keeping You on the Sidelines? Consider Dollar-Cost Averaging

  Dear Carrie: I have money sitting in a low-interest savings account that I’ve been planning to invest, but I keep procrastinating. Should I take the plunge now or wait […]

Jul 10, 2020

SCHWAB-POMERANTZ: The Upside of a Down Market

  Dear Carrie: This recent market is depressing. It’s torture to see the value of my portfolio go down so fast. I’m still making monthly contributions to my 401(k) but […]

Jun 29, 2020

SCHWAB-POMERANTZ: Should You Refinance Your Mortgage?

Dear Carrie: With interest rates dropping, I’m thinking of refinancing my mortgage. What do I need to know? — A Reader Dear Reader: Interest rates are on a lot of […]

Jun 23, 2020

SCHWAB-POMERANTZ: Survival Guide for New College Graduates in the Year of COVID-19

Dear Readers: I’m hearing from lots of students and recent grads about how uneasy they are about entering the labor force in this difficult economic climate. With unemployment numbers at […]

Jun 11, 2020

SCHWAB – POMERANTZ: The Emotional Benefits of Strong Money Management

        Dear Readers: Even in the best of times, money concerns can cause a lot of stress. But according to a recent survey by the National Foundation for Financial Education, nearly […]

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