Jalene Hahn

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

However large or small of an inheritance you receive, proceed with caution.

Money management is different in that we tend to be drawn to others that complement our natural approach.

Regardless of your participation or success with “Dry January,” “Frugal February” is a chance to focus on your financial health.

Often, policies will come with additional types of coverage. Some are standard in a policy, and others cost extra.

Perpetrators of elder theft are often people known and trusted by older adults.

In addition to annual tax planning, one concept to consider is looking at lifetime tax implications and trying to achieve lifetime tax smoothing.

One thing I try to remember is that there are things within our control and others that are beyond our control.

Probate is the process by which debts are paid and assets are divided after a person passes away. The probate process can apply whether or not the deceased left a will.

While having sufficient resources to last for your lifetime is important to your quality of life, a bigger question is, “What’s your purpose?”

One advantage of using a QCD to make a charitable contribution is that the money comes out of the IRA tax-free.

If you are spending more than you earn, your financial situation will deteriorate. Increasing your level of savings will provide future choices.

I wish I could predict the future, but even though my crystal ball has been in the shop several times, it still remains cloudy.

When you’ve been hit by Cupid’s arrow, you need to make sure your finances come out intact even if your heart doesn’t. The financial stakes are generally higher for individuals over 50.

Medicare coverage is complicated. For many, reviewing current plan coverage and making a change brings uncertainty and confusion.