Dear Carrie: My mother is feeling especially generous this holiday season, and has mentioned that she intends to give each of her children and grandchildren a significant monetary gift. I’m […]
Author Archives: By Carrie Schwab-Pomerantz, Creators Syndicate
How Can a Teenager Begin to Invest?
Dear Carrie: My 15-year-old grandson called me the other night and asked if he should open a brokerage account. He has $500 to invest. What should I tell him? Thanks! […]
Does an Ex-Spouse Qualify for Survivor Benefits?
Dear Carrie: I have a question regarding my Social Security benefits from my deceased ex-spouse. We were married about 16 years, we divorced and I remarried. I am now divorced […]
What’s the Best Life Insurance Policy for a Young Family?
Dear Carrie: My husband and I are in our thirties and have a three-year-old. I’m thinking that we should have a life insurance policy, but the choices are overwhelming! How […]
Taking Social Security at 62: Is It a Good Idea?
Dear Carrie: I’m turning 62 this fall and looking forward to starting Social Security. My good friend told me it’s better to wait, but I’m eager to supplement my income. […]
Happy Halloween! 10 Tips to Treat Yourself to a More Secure Financial Future.
Dear Readers: If you’re like most people, you’ve made a few hare-brained money decisions in your time. That’s just being human. However, if you’re striving to get yourself on track, […]
Saving for Your Child’s Future? Define That Future
Dear Carrie: I would like to open a savings account or a Roth IRA for my 6-year-old son. What do you think? — A Reader Dear Reader: Saving on behalf […]
Open Enrollment Season for Healthcare Plans
Dear Readers: Fall is in the air and that means three important things: summer vacation is over, the kids are back in school, and it’s open enrollment for most employer […]
Will Debt Derail Your Retirement?
Dear Carrie: I’m retiring. My wife retires in four years. We don’t plan to pay off our “good” home mortgage debts, seeing as they provide tax relief. But my instinct […]
Social Security Strategies for Spouses: Do You Know Your Options?
Dear Carrie: My wife and I are both turning 66, and I understand that this is “full retirement age” according to the Social Security Administration. Should we both file on […]
