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Tuesday, June 19, 2018
carrie schwab-pomerantz

Helping Young Adults Means More Than Writing a Check

As you watch your kids struggle financially, of course you want to help. And once your kids are grounded and feel confident that they can take care of themselves, it’s a pleasure to help them — and can make a big difference in their lives and the lives of their own families. However, how you give the help is important.

July 1, 2016
401k

Thinking Of Taking An Early 401(k) Withdrawal? Consider the Ultimate Cost

Dear Carrie: If you’re younger than 59, and a half, is it possible to withdraw money from your 401(k) without having to pay it back?

March 9, 2016

Does Your Teen Need to File a Tax Return?

“My daughter is 16 and has her first paying job. Does she need to file a separate tax return?”

March 2, 2016

Ask Carrie: Do Asset Allocation And Diversification Still Work?

The recent wild market gyrations are enough to make even the hardiest investors question their approach.

February 3, 2016

Ten Financial Resolutions For A Brighter New Year

It’s that time again — the time to reassess your finances and commit to making next year your best financial year yet. So in the spirit of the season, here’s my annual financial shape-up column. But before you read on, here’s something to think about: it’s not about how many resolutions you make, but how many you’re actually able to keep.

December 30, 2015

Can You Turn Your Investment Loss Into Tax Savings?

The end of the year is a good time to consider harvesting some capital losses. By doing so, you may ultimately be able to trim your losses and your taxes — as long as you complete any sales by the end of the year.

December 9, 2015
hundred dollar bills money

Tax-Free Gift Limits: How Much Money Can You Give?

Current gift tax laws allow for some pretty hefty exclusions for the giver. But, of course, as with anything to do with taxes, there are some very particular dollar figures that you should be aware of.

December 2, 2015

What’s The Best Life Insurance Policy For A Young Family?

Before you jump into a term policy, you should at least understand a bit about the other choices so you can feel confident in your decision.

November 4, 2015