Couples & Families


Dividing Up Your Estate: Does It Ever Make Sense to Split It Unequally?

by Carrie Schwab-Pomerantz
April 20, 2016

Dividing your estate equally is easiest and often best. If you do it differently, be sure to explain why.
How Realistic Is a College Scholarship?

by Carrie Schwab-Pomerantz
April 13, 2016

Scholarships are competitive, but there's a lot of money available if you take the time and effort to find it.
First Steps for Your Baby's Financial Future

by Carrie Schwab-Pomerantz
March 09, 2016

New baby? There's a lot to think about—including your child's financial future. College is a major savings goal, but there's even more to consider.
What's the Best Way to Choose a Guardian for Your Kids?

by Carrie Schwab-Pomerantz
January 13, 2016

Don't let uncertainties keep you from choosing a guardian for your kids. If you don't do it, the state will. 
If You Become Incapacitated, Will Your Family Know What to Do?

by Carrie Schwab-Pomerantz
December 16, 2015

The idea of dementia is hard to contemplate. But it's even harder for everyone if you never bring up the subject. 
How Can a Teenager Begin to Invest?

by Carrie Schwab-Pomerantz
November 18, 2015

Help a young person get started investing now and they'll thank you for years to come. Here's how.
What's the Best Life Insurance Policy for a Young Family?

by Carrie Schwab-Pomerantz
October 28, 2015

Life insurance can be complicated, but the choices for a young family can be simple and straightforward.
Taking Social Security at 62: Is It a Good Idea?

by Carrie Schwab-Pomerantz
October 14, 2015

Taking Social Security early is always an option—but it could cost you in the long run.
Saving for Your Child's Future? Define That Future.

by Carrie Schwab-Pomerantz
October 07, 2015

Saving for a child is a great idea but before opening an account, you need to think about your ultimate goal.
Social Security Strategies for Spouses: Do You Know Your Options?

by Carrie Schwab-Pomerantz
September 16, 2015

Want to maximize your Social Security benefits? If you're married, there's more than one way to do it.
What Is a Living Trust? Do You Need One?

by Carrie Schwab-Pomerantz
September 09, 2015

A living trust isn't a necessity for everyone but it can be a smart way to protect yourself and your heirs. 
Filing for Ex-Spouse Social Security Benefits—Does Your Ex Have to Be Involved?

by Carrie Schwab-Pomerantz
August 19, 2015

If you qualify for SS benefits based on your ex's work record, it's a matter of age and timing—not communication.
This Is What Marriage Equality Looks Like—For Your Finances

by Carrie Schwab-Pomerantz
August 05, 2015

Now that the Supreme Court has legalized same-sex marriage nationwide, it's essential for new couples to familiarize themselves with the financial benefits of marriage. 
Social Security Questions: Where Can You Get Good Advice?

by Carrie Schwab-Pomerantz
July 08, 2015

Getting ready to contact the Social Security Administration? Don't expect them to give you financial advice.
Welcome to the Real World: Personal Finance Tips for New Grads

by Carrie Schwab-Pomerantz
June 24, 2015

Your child has graduated, but there's one more class he or she needs to take: Personal Finance 101.
Suddenly Alone--Where Can You Turn for Help?

by Carrie Schwab-Pomerantz
June 10, 2015

It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
Baby On the Way: Are You Ready for Your New Financial Reality?

by Carrie Schwab-Pomerantz
May 27, 2015

Planning for baby's arrival? Take time now (while you have it!) to get financially prepared. 
How Much Should You Be Saving?

by Carrie Schwab-Pomerantz
April 29, 2015

Everyone knows it's important to save. But how much? That depends on your goals and how long you have to reach them.
Things You Want to Know About Investing but Are Afraid to Ask-- Part 2

by Carrie Schwab-Pomerantz
April 15, 2015

New to investing? Need a refresher on types of investments? A little review of basic terms can be good for everyone.
Things You Want to Know About Investing but Are Afraid to Ask-- Part 1

by Carrie Schwab-Pomerantz
April 08, 2015

Thinking about investing but don't know where to begin? Get your grounding with a few basic concepts.
Social Security: Should You Wait Until Age 70 To Collect?

by Carrie Schwab-Pomerantz
March 25, 2015

While waiting to collect Social Security means a bigger monthly check, that's not the only thing to consider.
Paying for College: Are Scholarships Taxable?

by Carrie Schwab-Pomerantz
February 18, 2015

Favorable tax treatment of scholarship money is only one way Uncle Sam may be able to help you with college costs.
Learn How To Start Investing With These Five Simple Steps.

by Carrie Schwab-Pomerantz
January 28, 2015

It isn’t difficult to become an investor. Learn how to start investing with these five simple steps.
Close to Retirement? Don't Miss These Dates and Deadlines!

by Carrie Schwab-Pomerantz
January 14, 2015

Close to retirement? Here are some age-related dates and deadlines to put on your calendar.
Holiday Spending Worries? Generosity Doesn't Always Come With a High Price Tag

by Carrie Schwab-Pomerantz
November 26, 2014

With a little creative thinking, you can extend your generosity this holiday season without spending a fortune
What Will You Do for Giving Tuesday?

by Carrie Schwab-Pomerantz
November 19, 2014

Giving Tuesday is an international movement of charitable giving. Here's how you can join in.
What's the Best College Saving Strategy When You Have Young Kids?

by Carrie Schwab-Pomerantz
November 05, 2014

While it's important to start saving for college early, it's equally important to be strategic about how you save.
How Financially Savvy Is Your Teenager?

by Carrie Schwab-Pomerantz
September 03, 2014

Teens may feel grown up, but when it comes to managing money they still have an awful lot to learn.
Social Security Basics—Five Things to Think About Before You Apply

by Carrie Schwab-Pomerantz
April 30, 2014

Are you maximizing your Social Security benefits? Here's what you should know before you apply. 
What's the Best Retirement Plan for Your Small Business?

by Carrie Schwab-Pomerantz
January 29, 2014

Own a small business? Don't miss out on these opportunities to save more for retirement and decrease taxable income.
529 Accounts: What Happens When Your Child Doesn't Go to College?

by Carrie Schwab-Pomerantz
December 11, 2013

Kid not going to college? Don't despair. Those 529 assets can be used for a variety of higher education costs.
Looking for the Perfect Gift This Season? Consider a Charitable Donation

by Carrie Schwab-Pomerantz
December 04, 2013

If the stress of gift giving is getting you down, a charitable donation in someone's name can be the perfect fit.
Got Kids? Make Life a Little Easier With This Financial Checklist

by Carrie Schwab-Pomerantz
October 30, 2013

Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.
Saving for College: Five Steps to Get You Started

by Carrie Schwab-Pomerantz
September 25, 2013

Don't panic about the future cost of college. Instead, put yourself on a savings program you can stick with.



The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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