Author Archives: By Carrie Schwab-Pomerantz, Creators Syndicate

Dear Readers, at the beginning of each new year, I’m filled with a sense of new direction. At the same time, I like to look back at the previous year, […]

Dear Readers, It’s that time again. And while you may have promised yourself to be smarter about your finances in 2017, we all know that New Year’s resolutions are notoriously […]

Dear Readers, This holiday season, a time when we often reflect on our experiences and life lessons, I thought I’d ask my team to share some financial lessons they’ve learned […]

Dear Carrie: I’ve started to hear the term “ethical will.” Could you explain what that is and what it does? — A Reader  Dear Reader: This is a timely question […]

Dear Carrie, My son joined the Army right out of high school with the idea of a military career. After 12 years and two tours of duty, he’s decided to […]

Dear Readers, You probably know that I’m a champion of financial literacy. And as I look at some of the recent research from FINRA, it only reinforces my commitment. According […]

Dear Readers, October is a great month for festivals — harvest fairs, traditional Oktoberfests and Halloween activities. But there’s one event you may not be aware of that I think […]

Dear Carrie: My employer is offering an HSA this year and I’m wondering if I should sign up. I’ve also heard that an HSA can be used as a retirement […]

Dear Readers: What would happen if you were hit with an unexpected medical bill, you were surprised by a layoff or your adult son or daughter needed a quick loan […]

Dear Carrie, I’m a single woman, just turned 40, and recently got a new job with a significant salary increase. This is a wakeup call that it’s time to get […]