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Schwab

Jun 8, 2020

SCHWAB – POMERANTZ: Can You Give Stock as a Gift? Should You?

Dear Carrie: I would like to gift a portion of my stock to my daughter. Do I have to sell it first, or can I simply gift it in the […]

Jun 1, 2020

SCHWAB – POMERANTZ: Short on Cash? Carefully Consider Your Options

Dear Carrie: I find myself in the unfortunate position of needing some cash in the midst of this horrible pandemic and the resulting market decline. I have a small emergency […]

May 26, 2020

SCHWAB – POMERANTZ: Can You Give Stock as a Gift? Should You?

  Dear Carrie: I would like to gift a portion of my stock to my daughter. Do I have to sell it first, or can I simply gift it in […]

May 18, 2020

SCHWAB – POMERANTZ: Let’s Talk to Our Kids About Money

Dear Readers: With so many families around the country facing financial challenges as a result of the COVID-19 pandemic, I’d like to devote this column to discussing ways that we […]

May 11, 2020

SCHWAB – POMERANTZ: Ordinary Ways to Give Back During Extraordinary Times

Dear Readers: From singing on the balcony to community cheers for those on the front lines to young people grocery shopping for elderly neighbors, people around the world are reaching […]

Apr 30, 2020

SCHWAB – POMERANTZ: Looking for the Best Place to Stash Your Cash? 

Dear Carrie: I just lost my job and received my final paycheck with a small amount of severance money. I’ll probably need the money over the next few months, especially […]

Apr 15, 2020

SCHWAB – POMERANTZ: Today’s New Financial Reality: How to Get Through the Tough Times

Dear Readers: Today we often hear the phrase “extraordinary times call for extraordinary measures.” And while it’s usually used to refer to large-scale problems and solutions, I think it can […]

Apr 13, 2020

SCHWAB-POMERANTZ: Staying Calm During the Market Storm: 5 Things You Can Do Now

Dear Readers: The widespread impact of the novel coronavirus has everyone on edge. And while the health and safety of our families and communities is the top concern, I’ve been […]

Apr 6, 2020

SCHWAB – POMERANTZ: What Do Recent Changes to FICO Scores Mean for Me?

Dear Carrie: I heard that there are some recent changes to FICO scores. What’s different, and how will it affect me? — A Reader Dear Reader: FICO scores are odd […]

Mar 25, 2020

SCHWAB – POMERANTZ: Women and Money: Why It’s Important to Take Control of Your Finances

Dear Readers: As you may know, I’m a big champion of financial independence, and the month of March gives me a special opportunity to talk about the importance of women […]

Mar 23, 2020

SCHWAB – POMERANTZ: You’re Saving. Should You Be Investing, Too? 

Dear Carrie: I’ve always been a good saver, and now at 29 with a steady job, I have a fairly sizable savings account. My friends are getting into investing, but […]

Mar 11, 2020

SCHWAB-POMERANTZ: How Can I Invest If I Don’t Have Earned Income?

Dear Carrie: I’m an unmarried, 100% disabled veteran. My Department of Veterans Affairs disability compensation is my only source of income. Are there any tax-advantaged investment vehicles (besides IRAs) for […]

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