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Couples and Families
A Father’s Day Financial Checklist for New Dads (and Moms)
by Carrie Schwab-Pomerantz
June 12, 2019
Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.
by Carrie Schwab-Pomerantz
June 12, 2019
Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.
Are You Fooling Yourself When It Comes to Money?
by Carrie Schwab-Pomerantz
March 27, 2019
This April Fools' Day make sure you're not making some common—but foolish—money mistakes.
by Carrie Schwab-Pomerantz
March 27, 2019
This April Fools' Day make sure you're not making some common—but foolish—money mistakes.
Have You Taken Care of Your Estate Planning Basics?
by Carrie Schwab-Pomerantz
March 20, 2019
Creating a basic estate plan doesn't have to be a chore. It generally takes four basic documents and some soul searching.
by Carrie Schwab-Pomerantz
March 20, 2019
Creating a basic estate plan doesn't have to be a chore. It generally takes four basic documents and some soul searching.
Can I Give Stock as a Gift?
by Carrie Schwab-Pomerantz
November 28, 2018
Giving a gift of stock is simple in practice, but there are tax issues and more to consider first.
by Carrie Schwab-Pomerantz
November 28, 2018
Giving a gift of stock is simple in practice, but there are tax issues and more to consider first.
Elder Fraud: When Someone You Trust Betrays You
by Carrie Schwab-Pomerantz
November 07, 2018
More often than not, perpetrators of elder financial exploitation are someone the senior loves and trusts.
by Carrie Schwab-Pomerantz
November 07, 2018
More often than not, perpetrators of elder financial exploitation are someone the senior loves and trusts.
Do Your Folks Have an Advance Healthcare Directive? Do You?
by Carrie Schwab-Pomerantz
October 03, 2018
Having an advance healthcare directive on file with your doctor and hospital is a wise move no matter your age.
by Carrie Schwab-Pomerantz
October 03, 2018
Having an advance healthcare directive on file with your doctor and hospital is a wise move no matter your age.
The Financial Side of Remarrying Later in Life
by Carrie Schwab-Pomerantz
April 18, 2018
Joining your lives and your money when you’re older—especially in a second marriage—can be complicated. Plan ahead.
by Carrie Schwab-Pomerantz
April 18, 2018
Joining your lives and your money when you’re older—especially in a second marriage—can be complicated. Plan ahead.
Navigating the Financial Aspects of Funeral Planning
by Carrie Schwab-Pomerantz
February 16, 2018
Navigating the financial details of funeral planning.
by Carrie Schwab-Pomerantz
February 16, 2018
Navigating the financial details of funeral planning.
Ten Simple Steps for Financial Success in the New Year
by Carrie Schwab-Pomerantz
January 03, 2018
It's great to have plans for 2018. It's even better to set a financial foundation so you can make them a reality.
by Carrie Schwab-Pomerantz
January 03, 2018
It's great to have plans for 2018. It's even better to set a financial foundation so you can make them a reality.
Do You Want to Leave an IRA to Your Grandchildren?
by Carrie Schwab-Pomerantz
November 29, 2017
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
by Carrie Schwab-Pomerantz
November 29, 2017
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
Planning a Funeral: What Are the Financial Decisions You Need to Make?
by Carrie Schwab-Pomerantz
October 11, 2017
After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.
by Carrie Schwab-Pomerantz
October 11, 2017
After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.
How Do Social Security Survivors Benefits Add Up?
by Carrie Schwab-Pomerantz
July 19, 2017
If both spouses collect Social Security, does the survivor collect both as well? Unfortunately no.
by Carrie Schwab-Pomerantz
July 19, 2017
If both spouses collect Social Security, does the survivor collect both as well? Unfortunately no.
Second Marriage: Are You Financially Ready to Blend Your Families?
by Carrie Schwab-Pomerantz
June 14, 2017
Blending two families in a new marriage has a financial as well as an emotional side. Be prepared.
by Carrie Schwab-Pomerantz
June 14, 2017
Blending two families in a new marriage has a financial as well as an emotional side. Be prepared.
Could Your Financial House Use Some Spring Cleaning?
by Carrie Schwab-Pomerantz
March 08, 2017
Overwhelmed by financial clutter? A little spring cleaning now could save you time and money later.
by Carrie Schwab-Pomerantz
March 08, 2017
Overwhelmed by financial clutter? A little spring cleaning now could save you time and money later.
Want to Pass on Your Values as Well as Your Assets? Consider an Ethical Will.
by Carrie Schwab-Pomerantz
December 14, 2016
An ethical will isn't legally binding but it could be an important—and personally valuable—part of your legacy.
by Carrie Schwab-Pomerantz
December 14, 2016
An ethical will isn't legally binding but it could be an important—and personally valuable—part of your legacy.
Dividing Up Your Estate: Does It Ever Make Sense to Split It Unequally?
by Carrie Schwab-Pomerantz
April 20, 2016
Dividing your estate equally is easiest and often best. If you do it differently, be sure to explain why.
by Carrie Schwab-Pomerantz
April 20, 2016
Dividing your estate equally is easiest and often best. If you do it differently, be sure to explain why.
What's the Best Way to Choose a Guardian for Your Kids?
by Carrie Schwab-Pomerantz
January 13, 2016
Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
by Carrie Schwab-Pomerantz
January 13, 2016
Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
If You Become Incapacitated, Will Your Family Know What to Do?
by Carrie Schwab-Pomerantz
December 16, 2015
The idea of dementia is hard to contemplate. But it's even harder for everyone if you never bring up the subject.
by Carrie Schwab-Pomerantz
December 16, 2015
The idea of dementia is hard to contemplate. But it's even harder for everyone if you never bring up the subject.
What's the Best Life Insurance Policy for a Young Family?
by Carrie Schwab-Pomerantz
October 28, 2015
Life insurance can be complicated, but the choices for a young family can be simple and straightforward.
by Carrie Schwab-Pomerantz
October 28, 2015
Life insurance can be complicated, but the choices for a young family can be simple and straightforward.
What Is a Living Trust? Do You Need One?
by Carrie Schwab-Pomerantz
September 09, 2015
A living trust isn't a necessity for everyone but it can be a smart way to protect yourself and your heirs.
by Carrie Schwab-Pomerantz
September 09, 2015
A living trust isn't a necessity for everyone but it can be a smart way to protect yourself and your heirs.
This Is What Marriage Equality Looks Like—For Your Finances
by Carrie Schwab-Pomerantz
August 05, 2015
Now that the Supreme Court has legalized same-sex marriage nationwide, it's essential for new couples to familiarize themselves with the financial benefits of marriage.
by Carrie Schwab-Pomerantz
August 05, 2015
Now that the Supreme Court has legalized same-sex marriage nationwide, it's essential for new couples to familiarize themselves with the financial benefits of marriage.
Suddenly Alone—Where Can You Turn for Help?
by Carrie Schwab-Pomerantz
June 10, 2015
It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
by Carrie Schwab-Pomerantz
June 10, 2015
It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
What Financial Steps Should You Take When a Spouse Dies?
by Carrie Schwab-Pomerantz
June 04, 2014
There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.
by Carrie Schwab-Pomerantz
June 04, 2014
There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.