Author Archives: By Carrie Schwab-Pomerantz, Creators Syndicate

Dear Carrie: A friend recently told me that her financial adviser suggests using age 95 as a life expectancy when planning for retirement. Is this realistic? If so, my wife […]

Dear Carrie: My husband died recently, and it’s just me now. Who will look out for me if I have issues with Medicare or Social Security? — A Reader Dear […]

Dear Carrie: My husband and I are both 62 and trying to prepare for retirement. He was a stay-at-home dad (no paycheck and no retirement account), and I plan to […]

Dear Carrie: We are expecting our first child soon and trying to get financially prepared. We know college is high on the list, but that’s so far in the future. […]

Dear Carrie: I’m 28 and trying to be smart about my money. My problem is that as soon as I pay down my credit cards, I start running them up […]

Dear Readers: April 16, I talked about investing concepts that people want to understand but are too often afraid to ask about — things such as asset allocation, diversification and […]

Dear Carrie: Am I right to assume that for determining gift tax liability, the value of a gift of stock is the cost basis? — A Reader Dear Reader: I’m […]

Dear Readers: If you’re new to the world of investing, welcome. In this first column of a three-part series, I want to help you crack the code — starting with […]

Dear Carrie: My younger brother and I (he’s in his mid-50s, and I’m in my early 60s) disagree about whether it makes sense to file for Social Security before the […]

Dear Carrie: I am turning 70 in a few months and know I’ll be forced to withdraw money from my retirement accounts. How does that work, and are there some […]