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, […]
Category: Business
A Year-Round College-Planning Calendar for Parents and Prospective Students
Preparing your kids for college isn’t just about the money you’ve put aside for tuition, room and board. It’s about making deadlines, making the right choices and making sure your […]
Why 88 Percent of New Year’s Resolutions Fail and How to Make them Work
More than half of Americans, reportedly, make New Year’s resolutions. And 88 percent of those resolutions end in failure, according to a study by British psychologist Richard Wiseman. There is […]
Your Year-End Financial Checklist
It will begin soon enough – all those “beat the rush!” ads for holiday shopping, activities and events. Right now, you have a great opportunity to beat the rush to […]
Create a Financial Calendar for the New Year
When was the last time you made a financial resolution on New Year’s Eve? If you can’t remember, you’re in good company. The Allianz Life Insurance Company of North America’s […]
Ten Financial Resolutions for a Brighter New Year
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 […]
If You Become Incapacitated, Will Your Family Know What to Do?
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 […]
Back-to-School Planning for Returning Students
For all the planning we do during the holidays, the last couple of weeks before the big parties and family gatherings can trip up the best of budgets. Perhaps what’s […]
Can You Turn Your Investment Loss into Tax Savings?
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 […]
Tax-Free Gift Limits: How Much Money Can You Give?
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 […]
