Saving & Spending

What's a Financial Plan? Do You Need One?

January 6, 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

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.

Top 10 Year-End Tax Planning and other Financial To Do's

November 11, 2015

There's still time to close out 2015 with a financial flourish. Check these top 10 year-end to dos off your list now for added tax savings and more. 
Happy Halloween! 10 Tips to Treat Yourself to a More Secure Financial Future.

October 21, 2015

Haunted by money worries? Treat yourself to a more secure financial future with these 10 smart money management tips.
Can You Spend Money on Fun Without Feeling Guilty?

August 12, 2015

Saving for the future is important but so is enjoying today. Learn to budget for financial security—and for fun.
Cash or Credit—Which Is the Smarter Way to Pay?

January 21, 2015

Credit card perks are alluring, but you may get a savings bonus when you pay for everyday purchases with cash.
10 Resolutions for a Happy Financial New Year

December 31, 2014

Need fresh financial motivation for 2015? Here are 10 resolutions to get you on the path to a financially secure future.
What's the Best Way to Keep Last-Minute Holiday Spending Under Control?

December 17, 2014

Feeling pressured to buy more this season? Remember, mindless spending now can lead to painful bill paying later.
Holiday Spending Worries? Generosity Doesn't Always Come With a High Price Tag

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?

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?

November 5, 2014

While it's important to start saving for college early, it's equally important to be strategic about how you save.
13 Ghastly Money Mistakes That Could Come Back to Haunt You

October 22, 2014

Avoid these money mistakes to help keep the ghost of past decisions from spoiling your financial future.
9 Money Myths Exposed: Do You Know the Truth?

April 16, 2014

Don't fall victim to common money myths and misconceptions. You can improve your financial reality by getting the truth.
Spring Cleaning Tips to Put Your Financial House in Order

March 5, 2014

Are your financial resolutions gathering dust? Refresh your finances with these easy spring cleaning tips.
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.'
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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