Category: Business

Upon making the transition to a new job or retiring, many people are unsure about what to do with their 401(k) or other retirement plans linked to their employer. Handling […]

Dear Carrie: My 20-something son is all for using Apple Pay for his purchases. Though I’m no technophobe, these types of easy payment systems make me nervous. Am I just […]

Dear Carrie: For the past three years, my 29-year-old daughter has been working for a good company that offers a 401(k), but she still hasn’t started to contribute. She says […]

Dear Carrie: I am turning 30 and know that I need to get serious about saving. How much should I be setting aside? — A Reader. Dear Reader: Thank you […]

Dear Readers: In the past two columns, I’ve introduced investing concepts and terms that every investor should understand. For starters, you need to know why asset allocation (how you divide […]

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 […]