Carrie answers your financial questions.
Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. She answers today's perplexing financial questions every week in her Ask Carrie column.
Carrie answers your financial questions.
How Does SECURE 2.0 Help 70-Somethings Save More?
You're never too old to keep saving. And the new benefits of SECURE 2.0 give you added opportunities—even past age 70.
March 29, 2023
Can You Get a Retirement Match From Uncle Sam?
The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.
March 15, 2023
Investments Down, Inflation Up: Help for Retirees
The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.
January 18, 2023
Suddenly Alone—Where Can You Turn for Help?
It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
September 14, 2022
Should You Dip into Your IRA to Buy a First Home?
Just because you can use IRA funds to buy a first home doesn't mean it's the best move for your financial future.
August 10, 2022
65 and Still Working: Should You Enroll in Medicare?
If you work past age 65, deciding when to enroll in Medicare depends on the size of your employer—and more.
July 27, 2022
How Can I Save for Retirement Without a 401(k)?
No 401(k)? Don't let that keep you from saving and investing for retirement. There are ways to create your own retirement plan.
June 16, 2022
Need a Retirement Plan for Your Small Business?
Own a small business? Don't miss out on these opportunities to save for retirement and decrease taxable income.
April 6, 2022
Should You Consider Delaying Retirement? The Answer Might Surprise You
Working longer is just about always a financial plus, but there's more to consider.
August 11, 2021
Can You Fund an IRA with Alimony or Child Support?
You can't fund an IRA with child support—or even alimony if divorced after 2018—but you can still invest it wisely.
July 28, 2021