Carrie Schwab Pomerantz

Posted February 19, 2014

Dear Carrie: My father had a custodial account for me, and this year, I cashed it out. My father lost money on the whole, investing more than we've gained. What are the rules for custodial account taxes? Am I able to deduct the loss on my return?

Posted January 15, 2014

Posted January 04, 2014

Whether you feel you're on fairly solid economic ground or you know you need to be more disciplined, here's my top 10 list of financial resolutions.

Posted December 11, 2013

My friends and I have agreed to give charitable donations for the holidays instead of physical presents. What's the best way to do this?

Posted December 05, 2013

Most people don't realize that 529 assets can be used at any eligible institution of higher education.

Posted November 21, 2013

Once you and your wife have a clearer picture of the type of retirement you want, it could be helpful to meet with a financial adviser -- if for no other reason than to confirm your calculations and make sure you're on track.


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