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What Should You Do If Your Employer Suspends Your 401(k) Match? Sep. 16, 2020
Dear Carrie: My employer recently stopped offering a 401(k) match. I've always tried to contribute e... Read More
How Does the SECURE Act Impact Saving After Age 70? Jul. 22, 2020
Dear Carrie: I turn 70 this year and am working part time. I don't necessarily need the income, but ... Read More
Laid off and Worried About Money: What to Do Next? Jul. 01, 2020
Dear Carrie: I'm a single parent with two middle school-aged kids and was just laid off because COVI... Read More
Personal Retirement Accounts Will Help in Next Crisis May. 06, 2020
Congress passed and President Donald Trump signed into law the CARES Act to provide emergency measur... Read More
Short on Cash? Carefully Consider Your Options Apr. 08, 2020
Dear Carrie: I find myself in the unfortunate position of needing some cash in the midst of this hor... Read More
You're Saving. Should You Be Investing, Too? Feb. 05, 2020
Dear Carrie: I've always been a good saver, and now at 29 with a steady job, I have a fairly sizable... Read More
Women and Retirement: Can You Afford Not to Save? Dec. 04, 2019
Dear Carrie: For the past three years, my 29-year-old daughter has been working for a good company t... Read More
5 Reasons You'll Quickly Regret Raiding a Retirement Account Aug. 15, 2019
I know it's hard. I know you're desperate. You're stressed and losing sleep. Things are tough. You h... Read More
A Father's Day Financial Checklist for New Dads (and Moms) Jun. 19, 2019
Dear Readers: Celebrating Father's Day for the first time can be great fun — and a little scar... Read More
Keep the Money. It's Bennies I Want. Jun. 28, 2018
Your salary is miniscule. Raises are few and far between. Promotions are out of the question. But as... Read More
Tax Plan Is a Cut for Everyone Dec. 05, 2017
Whenever I'm asked if the Trump tax cut is for the rich, I say yes. It is a tax cut for the rich. It... Read More
Tax Reform Should Encourage More Saving, Not Less Nov. 02, 2017
Republicans want tax reform, but their refusal to cut spending forces them to look into all sorts of... Read More
Tax Reform Debate Taxing Republicans' Negotiating Skills Oct. 26, 2017
The good news is that there's a debate in Washington about how to make the tax code less destructive... Read More
Not Saving Is the American Way Sep. 26, 2017
Smart people living in harm's way of hurricanes know to fortify their homes before the storm hits. I... Read More
If You Have a 401(k), Do You Need an IRA, Too? Mar. 04, 2015
Dear Carrie: I already have a 401(k). Does it make sense to open an individual retirement account, ... Read More
Is Maxing Out Your 401(k) Enough? Nov. 05, 2014
Dear Carrie: I'm turning 40 this year and finally ready to start saving for retirement. If I contri... Read More
The Hometown Broker May. 21, 2014
Dear Mr. Berko: My wife and I are 74 and 72 and retired with an unmanaged 401(k) worth $380,000. We ... Read More
9 Money Myths Exposed: Do You Know the Truth? Apr. 16, 2014
Dear Readers: According to a January 2014 Schwab Money Myths survey, no matter how savvy we think w... Read More
Retirement Accounts Mar. 05, 2014
Dear Mr. Berko: My company just established a 401(k) plan, and a small group of us who are buds can'... Read More
Need to Put Retirement Savings on the Fast Track? Feb. 26, 2014
Dear Carrie: I'm facing my 50th birthday and am embarrassed (and a bit panicked) that I've saved ve... Read More
