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! […]
Category: Business
Making Holidays Bright – And Affordable
Already dreading what you’ll spend this holiday season? It doesn’t have to be that way. Gifts aren’t the only budget-busting culprit during the holidays. The weeks between Thanksgiving and New […]
Top 10 Year-End Tax Planning Moves
By Carrie Schwab-Pomerantz Creators Syndicate Dear Readers: With time rushing by and the end of 2015 in sight, you may be lamenting that you haven’t accomplished all that you had […]
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 […]
