Saving & Spending


Are All Charitable Contributions Tax Deductible?

March 6, 2013

Giving to charity is easy—getting the tax benefit can be a little harder. Check out the IRS requirements.
 
What's the Cost of Being Your Own Boss?

January 30, 2013

Being your own boss means freedom, but it also means financial responsibility. Know the costs before making a change.
 
Financial Checklist: 10 Priorities for the New Year

January 2, 2013

Getting a handle on your finances can seem daunting, especially if you try to do it all at once. Take it one step at a time with this checklist.
 
Is Your New Job Opportunity Really a Better Deal?

October 10, 2012

Changing jobs is exciting, but be careful. There's a lot more than salary to consider.
 
New Wheels: Is It Better to Lease or Buy?

October 3, 2012

Leasing a car may seem like the low-cost way to get on the road, but there's more to consider than cash when making your decision.
 
First Job. First Financial Responsibility. Now What?

May 9, 2012

When you're just starting out, it's less important how much money you make than how wisely you use it.
 
What's the Best Way to Start Saving?

October 26, 2011

When it comes to saving, build your foundation first—then go for your goals. Here's how.
 
Can I Upgrade My Car Without Driving Off a Financial Cliff?

August 24, 2011

Buying a car you can afford takes time and thought as well as money. Start with this financial roadmap.
 
What's the Best Way to Get By on a Small Starting Salary?

June 8, 2011

Living on a small income is all about prioritizing. Just a little upfront planning can help you pay bills, handle debts and still have some fun.
   
Need to Redirect Your Spending? Let Your Goals Be Your Guide

January 19, 2011

Get control of bad financial habits with these ideas for spending less—and enjoying more.
  
It's All About Attitude: How to Take Charge of Your Financial Future

December 8, 2010

In an interview with columnist and author Farnoosh Torabi, Carrie discusses ways for young investors to get into the right mindset for financial success.
  
How Young Adults Can Overcome Financial Challenges

June 30, 2010

Just getting started? Carrie Schwab-Pomerantz gets advice from Ramit Sethi, author of 'I Will Teach You to Be Rich.'
  
Protecting Your Cash: Understanding FDIC Insurance

June 9, 2010

FDIC insurance protects your money in the bank—up to a point. If you keep a lot of cash in the bank, understand the limits of FDIC coverage. 
 
Should We Tap Our Savings to Pay Off a HELOC?

February 3, 2010

When you're thinking of paying off a high-interest home equity line of credit (HELOC) with low-earning emergency funds, it's more than an interest-rate game. 
 
Is Your IRA an Emergency Fund? Possibly—but Don't Touch It If You Don't Have To

November 4, 2009

You can tap your IRA penalty-free when you reach the age of 59 ½—but it's best to wait as long as possible to ensure that asset last as long as you need it.
  
Advice for 20-Somethings: How to Make a Good Financial Start Even Better

July 22, 2009

At age 24, with a good job and time on your side, what’s the next smart financial step?
 
 
Taking the Long View: Define, Save, Invest, & Measure

February 12, 2009

Saving and investing are obviously important to your future. But it's also important to know how much you're going to need and when you're going to need it.
 



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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