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Ask Carrie: Couples and Families
Estate Planning: Transferring Wealth
by Carrie Schwab-Pomerantz
November 30, 2020
Here are five items to consider as you set up your estate plan.
by Carrie Schwab-Pomerantz
November 30, 2020
Here are five items to consider as you set up your estate plan.
Is Your Financial "Go Bag" Packed and Ready?
by Carrie Schwab-Pomerantz
October 21, 2020
Being prepared in advance for a catastrophic emergency is essential—and that includes a financial "go bag."
by Carrie Schwab-Pomerantz
October 21, 2020
Being prepared in advance for a catastrophic emergency is essential—and that includes a financial "go bag."
Does Marriage Bring Financial Benefits?
by Carrie Schwab-Pomerantz
August 04, 2020
While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
by Carrie Schwab-Pomerantz
August 04, 2020
While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
Do You Want to Leave an IRA to Your Grandchildren?
by Carrie Schwab-Pomerantz
July 07, 2020
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
by Carrie Schwab-Pomerantz
July 07, 2020
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
What's the Best Way to Choose a Guardian for Your Kids?
by Carrie Schwab-Pomerantz
June 09, 2020
Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
by Carrie Schwab-Pomerantz
June 09, 2020
Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
What Financial Steps Should You Take When a Spouse Dies?
by Carrie Schwab-Pomerantz
December 24, 2019
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
December 24, 2019
There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.
Money and Relationships: How Financial Literacy Can Help
by Carrie Schwab-Pomerantz
December 18, 2019
Do you and your partner have the same financial know-how? Here's why you should.
by Carrie Schwab-Pomerantz
December 18, 2019
Do you and your partner have the same financial know-how? Here's why you should.
Can You Give Stock as a Gift? Should You?
by Carrie Schwab-Pomerantz
December 11, 2019
Giving stock can be both a financial gift and a personal finance lesson. But get the details first.
by Carrie Schwab-Pomerantz
December 11, 2019
Giving stock can be both a financial gift and a personal finance lesson. But get the details first.
How Do Social Security Survivor Benefits Add Up?
by Carrie Schwab-Pomerantz
October 16, 2019
When both spouses collect Social Security, does a surviving spouse get both? Unfortunately no.
by Carrie Schwab-Pomerantz
October 16, 2019
When both spouses collect Social Security, does a surviving spouse get both? Unfortunately no.
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.
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.
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.
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.
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.
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.