Carrie Schwab Pomerantz

Posted July 01, 2015

Dear Carrie: My daughter just graduated from college. Although she took several economics classes, she really doesn't have a clue about handling her own money. How can I help her start out on the right foot? -- A Reader

Posted June 24, 2015

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 and I would be afraid to spend a dime. What about living for today? -- A Reader

Posted June 17, 2015

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?

Posted June 10, 2015

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 continue working for at least another five years. Can I now open an individual retirement account for him? Also, can he receive Social Security benefits on my work record? Do I have to retire for him to be eligible? -- A Reader

Posted June 03, 2015

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. What about now? What should we focus on first? -- A Reader

Posted May 21, 2015

Posted May 06, 2015

Posted April 22, 2015

Dear Readers: Last week, 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 risk. But if you're unclear on a concept, I say ask. And ask again if you don't completely understand.

Posted April 08, 2015

Posted April 01, 2015

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 age of 70. Could you shed some light? -- A Reader

Posted February 25, 2015

Dear Carrie: My daughter was lucky enough to receive a significant college scholarship. Is this considered taxable income to her? And does her scholarship limit my ability to claim an education tax credit? -- A Reader

Posted January 28, 2015

Dear Reader: Rather than old-fashioned, I think your question is right on target. Especially with the new one-touch payment methods, such as Apple Pay, it's easier than ever to rely on credit cards.

Posted January 21, 2015

Dear Reader: Although a lot of us may try to forget our age as the years go by, when it comes to reaping the financial rewards of getting older, you're wise to keep certain age-related milestones top of mind. But as might be expected for the rules and regulations surrounding retirement withdrawals and government benefits, it can get complicated.