Author Archives: By Carrie Schwab-Pomerantz, Creators Syndicate

Dear Carrie, I’m turning 65 in a few months, and I am still working. I have no immediate plans to retire, but I’m wondering what I should be thinking about […]

Dear Carrie, I just accepted a new position. All my retirement money is in a traditional 401(k) with my current employer. What should I do with it now that I’m […]

Dear Readers, Here we go again. Just when we thought we could put the worries of 2008 and its aftermath behind us, market volatility once again has individual investors spooked […]

Dear Carrie: I’m thinking of refinancing my mortgage since I know interest rates are going up. Does it still make sense or have I missed the boat? — A Reader […]

Dear Carrie: My husband and I can’t come to an agreement on whom to appoint as a guardian for our three young children. He says his brother, I say my […]

Dear Carrie: I’m in my late 30s, have a great job and about to get married. Unfortunately, though, I don’t feel that I have a real handle on my finances, […]

Dear Reader: 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 […]

Dear Carrie: My friend’s 90-year-old mother was just diagnosed with early stage dementia.  Unfortunately, she never provided any written or verbal guidance about her wishes for care, so my friend […]

Dear Carrie: I’ve heard people talk about balancing out their capital gains with capital losses before the end of the year, but I’m not sure how that works. Can you […]