Jalene Hahn

Sports fans often fall prey to the “illusion of control” by thinking they have an edge because of their perceived knowledge of the leagues, teams and players.

According to a survey by Standard & Poor’s, only 57% of U.S. adults are financially literate.

In February 2022, the IRS issued proposed regulations, stipulating that IRA owners subject to the 10-year rule were also subject to a required minimum distribution (RMD), as well.

The Peak Boomers Impact Study details how most of the individuals in the last segment of the baby boomers are not financially prepared and cites different factors that contributed to their precarious financial position.

Financial self-defense is about increasing your financial literacy and confidence in making sound money decisions. It is also about knowing enough to ask questions and not take statements at face value.

A digital estate plan is important to maintaining access to treasured photos, stories, and communication for loved ones.

Before Kahneman and his colleagues, economic theory, and the practice of finance, consisted of investigating the reliability of the Efficient Market Hypothesis and the Capital Asset Pricing Model.

When I think about the March Madness experience, I find parallels in investing.

The Roth 401(k) option is not widely used, but for the right situation can be extremely beneficial.

There is a lot of data analyzed before making predictions.

While it is true a high income can go further than a low income, financial stability is ultimately determined by your spending choices.

Taking conscious steps to navigate the holiday season can lead to a more enjoyable and less stressful experience.

There are RMD aggregation rules that govern which RMD accounts can be combined and which accounts need to have their own distribution.

While our children are important, at some point, parents need to stop subsidizing their everyday expenses.

Supporting adult children financially has become a common practice in modern times.

Mental health challenges such as anxiety, depression and bipolar disorder can make it difficult to perform daily tasks and maintain healthy relationships.

In my words, this is a convergence of the disciplines of financial planning, life planning, coaching, behavioral finance and financial therapy.