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Schwab

Nov 20, 2019

SCHWAB-POMERANTZ: 5 Ways to Make Giving a Family Affair This Holiday Season

Dear Reader: It seems we hear the word “gratitude” a lot these days. In spite of being faced with all kinds of challenges, the idea of being grateful for what […]

Nov 19, 2019

SCHWAB – POMERANTZ: Tips for Helping Elderly Parents With Their Finances

Dear Carrie: My parents are in their early 80s. Fortunately, they’re in relatively good health and still quite independent, but I want to help them be prepared should things change. […]

Nov 13, 2019

SCHWAB – Are You Falling for These Financial Tricks?

  Dear Readers: It’s the rare person who doesn’t occasionally fall into some poor financial habits that can lead to potentially scary results. This fall, make sure you’re not tricking […]

Oct 31, 2019

SCHWAB-POMERANTZ: Can You Use IRA Assets to Purchase a Retirement Home? Should You?

Dear Carrie: My wife and I are both over 63 and want to purchase a primary residence for our retirement. Can we use money from our individual retirement account for […]

Oct 23, 2019

SCHWAB-POMERANTZ: How Do Social Security Survivor Benefits Add Up?

Dear Carrie: My husband and I are each getting Social Security based on our own work records. When one of us dies, will the survivor collect both benefits, or do […]

Oct 16, 2019

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

Dear Readers: It’s open enrollment time, and I have a question for you: Are you taking full advantage of your employee benefits? Employee benefits play a significant part in your […]

Oct 9, 2019

SCHWAB – POMERANTZ: Girls and Money: Six Important Steps to Take Right Now

Dear Readers: Did you know that Oct. 11 is the International Day of the Girl Child? Designated an official international day by the United Nations, its goal is to focus […]

Oct 2, 2019

SCHWAB-POMERANTZ: Can You Spend Money on Fun Without Feeling Guilty?

Dear Carrie: I’m feeling a little overwhelmed by all the things I need to save for. From retirement and emergency funds to my son’s college account and home repairs — […]

Sep 25, 2019

SCHWAB-POMERTANTZ: Where’s the Best Place for Extra Savings — a Roth 401(k) or Roth IRA?

Dear Carrie: I’m 22 and recently started my first real job. I’ve had a Roth individual retirement account for a couple of years, saving what I could from my part-time […]

Sep 16, 2019

A Millennial Asks: Is an HSA a Good Deal?

Dear Carrie: I’m starting my first job and wondering about the HSA option that comes with my benefits package. Is this really a good deal? — A Reader Dear Reader: […]

Sep 9, 2019

SCHWAB-POMERANTZ: How Can Couples Max Out Social Security Benefits?

Dear Readers: Are you and your spouse nearing that magic age when you can file for Social Security benefits? If so, you’ve got a lot to think about. Because while […]

Sep 5, 2019

SCHWAB-POMERANTZ: Is It Time to Declutter Your Finances?

Dear Carrie: I am trying to simplify my finances and have way too many accounts (savings, checking, brokerage, credit cards). What happens when you close an account? Is that bad […]

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