Carrie Schwab Pomerantz

Posted June 02, 2014

It's probably best to meet with a representative at your local Social Security office for help with the specifics of your situation, but I can give you some basics as a starting point.

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.


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