SavingĀ & Spending


Can You Get Social Security Benefits From Your Ex?

by Carrie Schwab-Pomerantz
September 27, 2017

Ex-spouse Social Security benefits can boost your income, depending on your circumstances. Get the facts.
Does Marriage Bring Financial Benefits?

by Carrie Schwab-Pomerantz
September 13, 2017

While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
Should You Pay Off Student Loans Before Saving for Retirement?

by Carrie Schwab-Pomerantz
September 06, 2017

Don't let student loans jeopardize your future. Strike a balance now between paying back debt and saving.
Are You Prepared to Switch from Full-Time Job to Full-Time Parenthood?

by Carrie Schwab-Pomerantz
August 23, 2017

Deciding to leave your job to be a full-time parent has emotional as well as financial implications. Be prepared.
Are You Ready to Invest?

by Carrie Schwab-Pomerantz
June 21, 2017

Investing begins with thoughtful answers to some important questions—whether online or in person.
Are You Financially Ready to Hit the Road?

by Carrie Schwab-Pomerantz
May 10, 2017

A little pre-planning can help keep your dream vacation from becoming a financial nightmare.
What's the Best Use for a Bonus?

by Carrie Schwab-Pomerantz
April 05, 2017

Should you spend or save your bonus? With a little thought and planning, you can do both.
Ex-Spouse Social Security Benefits: What's the Best Strategy?

by Carrie Schwab-Pomerantz
March 22, 2017

Even though you're divorced, you might be able to tap into your ex-spouse's work record for Social Security benefits—as long as you meet all the qualifications.
What Will You Do for Giving Tuesday?

by Carrie Schwab-Pomerantz
November 23, 2016

Giving Tuesday isn't just about donating money; it's about a commitment to helping others. Will you join in?
What Should You Budget for Healthcare Costs in Retirement?

by Carrie Schwab-Pomerantz
July 06, 2016

Healthcare costs can be pretty steep in retirement, even for a healthy person. Here's why.
Mindful Spending Part 4: Putting It All Together

by Carrie Schwab-Pomerantz
May 18, 2016

Mindful spending starts with awareness of expenses and goals. Now put them together for ongoing financial health.
Mindful Spending Part 3: What Are Your Top Three Financial Goals?

by Carrie Schwab-Pomerantz
May 11, 2016

Building wealth is as much about zeroing in on your dreams as it is about saving and investing.
Mindful Spending Part 2: Do You Know How Much You Spend per Month?

by Carrie Schwab-Pomerantz
May 04, 2016

If you're like most people, you pay a lot of monthly bills without thinking. Now's the time to pay attention!
Mindful Spending Part 1: Do You Know Where Your Money Is Going?

by Carrie Schwab-Pomerantz
April 27, 2016

If your spending is out of control and you're feeling stressed, here's a good antidote. And it's relatively easy!
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.
Should You Consolidate Your Student Loans? Important Things to Consider.

by Carrie Schwab-Pomerantz
February 10, 2016

Consolidating student loans can make life simpler, but there are more factors to consider before making a decision.
Does an Ex-Spouse Qualify for Survivor Benefits?

by Carrie Schwab-Pomerantz
November 04, 2015

There are three basic qualifications for ex-spouse survivors' benefits. But there's even more to consider.
Can You Spend Money on Fun Without Feeling Guilty?

by Carrie Schwab-Pomerantz
August 12, 2015

Saving for the future is important but so is enjoying today. Learn to budget for financial security—and for fun.
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.
Need to Adjust Your Financial Attitude? Start Here- Now!

by Carrie Schwab-Pomerantz
May 20, 2015

Getting a handle on spending and saving means changing your attitude as well as your behavior. Take these steps.
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
Who Qualifies for Social Security Survivor Benefits?

by Carrie Schwab-Pomerantz
May 28, 2014

It's hard to think of finances when a spouse has died, but don't ignore possible Social Security survivor benefits.
Valentine's Day: Can You Be Romantic on a Budget?

by Carrie Schwab-Pomerantz
February 05, 2014

If you're worried about your Valentine's Day budget, get creative. It can be just as much fun to be frugal.
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.



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