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Who Qualifies for Social Security Survivor Benefits? May. 28, 2014

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Dear Carrie: I'm a 45-year-old widow with two children, ages 13 and 10. Since my husband passed awa... Read More

Together, We Can Make a Difference in Financial Literacy May. 21, 2014

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Dear Readers: Every week I attempt to answer your questions so you can make the smartest financial d... Read More

Should the New myRA Account Be Your IRA Account? May. 14, 2014

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Dear Carrie: My son, who is in his late 20s, has a job with a small company that doesn't offer a re... Read More

Is There a Tactful Way to Help Your Mom (or Dad) Financially? May. 07, 2014

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Dear Carrie: My mom brought us up in a home filled with love but not a lot of money. Now that I'm i... Read More

9 Money Myths Exposed: Do You Know the Truth? Apr. 16, 2014

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Dear Readers: According to a January 2014 Schwab Money Myths survey, no matter how savvy we think w... Read More

What's the Best Way to Pay for a Home Renovation? Mar. 26, 2014

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Dear Carrie: We're doing a major home renovation and are weighing the best way to pay for it. What'... Read More

Can You Give Part of Your IRA to Your Family Tax-Free? Mar. 19, 2014

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Please note: This article may contain outdated information about RMDs and retirement accounts due to... Read More

Spring Cleaning Tips to Put Your Financial House in Order Mar. 05, 2014

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Dear Readers: With the first hint of spring, you may be inspired to do a bit of cleaning, so why no... Read More

Need to Put Retirement Savings on the Fast Track? Feb. 26, 2014

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Dear Carrie: I'm facing my 50th birthday and am embarrassed (and a bit panicked) that I've saved ve... Read More

When You Cash Out a Custodial Account, Who Declares the Gains or Losses? Feb. 19, 2014

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Dear Carrie: My father had a custodial account for me, and this year, I cashed it out. My father lo... Read More

Valentine's Day: Can You Be Romantic on a Budget? Feb. 05, 2014

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Dear Carrie: I'm in my 40s and always celebrate Valentine's Day with my husband. My problem is that... Read More

Is Downsizing the Right Move for You? Jan. 15, 2014

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Dear Carrie: My husband and I are in our late 50s and starting to think seriously about our retirem... Read More