Investing


Changing Jobs: What Should You Do With Your 401(k)?

by Carrie Schwab-Pomerantz
June 29, 2016

What you do with your 401(k) when you change jobs has a lot to do with both your current and future plans.
Helping Young Adults Means More Than Writing a Check

by Carrie Schwab-Pomerantz
June 22, 2016

Will helping kids financially weaken their motivation? Not if you're selective about the type of help you give.
Top 10 Financial To Do's for Today's Grads

by Carrie Schwab-Pomerantz
June 15, 2016

Graduation is an important milestone to mark the beginning of a new life—and new financial responsibilities.
Starting Your Own Business? Are Your Personal Finances in Order?

by Carrie Schwab-Pomerantz
March 30, 2016

Starting your own business is a financial challenge. Make sure you're personally as well as professionally prepared.
The Lowdown on 401(k) Loans

by Carrie Schwab-Pomerantz
March 16, 2016

There aren't strict rules on how many times you can take a 401(k) loan, but there can be far-reaching consequences.
Do Asset Allocation and Diversification Still Work?

by Carrie Schwab-Pomerantz
January 27, 2016

The thinking about asset allocation and diversification hasn't changed, but there are new ways to fine-tune them.
What's a Financial Plan, and Do You Need One?

by Carrie Schwab-Pomerantz
January 06, 2016

A financial plan isn't only for the wealthy. It’s a great roadmap for anyone wanting to give their finances a solid sense of direction.
10 Financial Resolutions for a Brighter New Year

by Carrie Schwab-Pomerantz
December 23, 2015

Resolved to be in better financial shape next year? Here are 10 easy-to-keep resolutions to get you started and keep you on track.
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.
Happy Halloween! 10 Tips to Treat Yourself to a More Secure Financial Future.

by Carrie Schwab-Pomerantz
October 21, 2015

Haunted by money worries? Treat yourself to a more secure financial future with these 10 smart money management tips.
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.
Retirement Cash Reserves: What About a HELOC?

by Carrie Schwab-Pomerantz
September 02, 2015

A HELOC is great to cover the unexpected, but when it comes to retirement cash reserves, you need to plan ahead.
Should You Care About Rising Interest Rates?

by Carrie Schwab-Pomerantz
July 29, 2015

Will rising interest rates affect you personally? If you're a saver, a borrower or an investor—absolutely.
Portfolio Blues: Should I Stay in the Market or Get Out While I'm Ahead?

by Carrie Schwab-Pomerantz
July 15, 2015

Worried about the stock market? Don't be. Whether stocks are up or down, let your own timeline be your guide.
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.
Women and Retirement: Can You Afford Not to Save?

by Carrie Schwab-Pomerantz
May 06, 2015

Women are living longer than men but saving less for retirement. Here's why they need to save more—and sooner.
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 3

by Carrie Schwab-Pomerantz
April 22, 2015

Got investing basics down? Great. But before you invest, there are still a couple more questions to ask.
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.
How Do You Value a Gift of Stock? It Depends on Whether You're the Giver or the Receiver.

by Carrie Schwab-Pomerantz
April 01, 2015

Giving a gift of stock is easy. But knowing the value for gift or income taxes can be a bit more complicated. 
If You Have a 401(k), Do You Need an IRA, Too?

by Carrie Schwab-Pomerantz
February 25, 2015

While a 401(k) can be the backbone of your retirement plan, there's a good case for having an IRA as well.
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.
Cash or Credit-- Which is the Smarter Way to Pay?

by Carrie Schwab-Pomerantz
January 21, 2015

Credit card perks are alluring, but you may get a savings bonus when you pay for everyday purchases with cash.
What's in Store for 2015: Important IRS, Social Security and Medicare Updates

by Carrie Schwab-Pomerantz
January 07, 2015

Small changes in rules and regulations may affect how you save and spend in 2015. Best to be informed.
Finding the Right Financial Advisor-- Where to Start?

by Carrie Schwab-Pomerantz
December 03, 2014

Finding the right financial advisor takes some in-depth thinking and research. Start here.
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.
Is Maxing Out Your 401(k) Enough?

by Carrie Schwab-Pomerantz
October 29, 2014

The IRS-mandated maximum 401(k) contributions may actually leave you short. To find out if you're on target, do the math!
13 Ghastly Money Mistakes That Could Come Back to Haunt You

by Carrie Schwab-Pomerantz
October 22, 2014

Avoid these money mistakes to help keep the ghost of past decisions from spoiling your financial future.
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.
What's the Best Way to Pay for a Home Renovation?

by Carrie Schwab-Pomerantz
March 26, 2014

A 401(k) loan may sound appealing, but it's not the only—nor the best—way to get the cash for a home remodel.
Need to Put Retirement Savings on the Fast Track?

by Carrie Schwab-Pomerantz
February 26, 2014

Retirement saving isn't just about stashing cash. There are tax-smart ways to help you get farther faster.
Do You Know Enough About Your Family Finances?

by Carrie Schwab-Pomerantz
February 12, 2014

Even if your spouse is calling the shots financially, it's essential that you know the game plan. 
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.
10 Scariest Money Mistakes-- Don't Be Tricked!

by Carrie Schwab-Pomerantz
October 23, 2013

Avoid these mistakes now to help build a more financially secure future.



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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