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Financial Literacy Education

Social Security Questions: Where Can You Get Good Advice?

Carrie Schwab-Pomerantz, CFP | Posted 07.13.2015 | Business
Carrie Schwab-Pomerantz, CFP

I don't believe that the Social Security Administration (SSA) is out to intentionally mislead us, but the system is extraordinarily complicated. And of course it's always possible that an agent will misinterpret your question or even make a mistake.

Will You Have to Pay Capital Gains Taxes on the Sale of Your Home?

Carrie Schwab-Pomerantz, CFP | Posted 07.06.2015 | Money
Carrie Schwab-Pomerantz, CFP

While there are generous exclusions allowed when it comes to capital gains on the sale of a home, timing is crucial and the clock is ticking.

Welcome to the Real World: Personal Finance Tips for New Grads

Carrie Schwab-Pomerantz, CFP | Posted 06.30.2015 | College
Carrie Schwab-Pomerantz, CFP

The unfortunate reality is that most young adults have received little instruction about personal finance at the moment they need it most: when entering the workforce and starting "real life."

Retirement: How To Know Whether To Spend Now Or Save For Later

Carrie Schwab-Pomerantz, CFP | Posted 06.22.2015 | Money
Carrie Schwab-Pomerantz, CFP

To me, it's all about balance. There's no boiler plate solution; it depends on your personal situation. With some planning, I believe you and your wife can enjoy this time in your life without jeopardizing your future.

Financial Education: The American Education System Is Failing Our Students

Chris Mettler | Posted 03.17.2015 | Education
Chris Mettler

Without an inclusive and modern financial education, young Americans are being put at risk, making poor financial choices that will have a direct and lasting impact on their future financial health.

Are Extended Warranties Worth the Cost?

Jason Alderman | Posted 01.05.2015 | Money
Jason Alderman

You're in final negotiations to buy a new car and the dealer is urging you to protect your $20,000-plus investment by purchasing an extended warranty (also known as a service contract). Are these costly add-ons worth the expense or simply a sucker bet intended to boost the seller's bottom line?

The Most Disenfranchised Group In America? It's Not Who You Think

Tom Barrella | Posted 05.07.2012 | Education
Tom Barrella

I teach 100 of them each year about investing and finance at a leading public high school on New York's Long Island. Their mindset upon entering class that first day is one of blissful ignorance.