Pete the Planner: The wealth you can share is more than just money
Said in a different way, what if you returned leftover resources to the community pool?
Investing Column
Articles
Jalene Hahn: Interpreting the rules for inherited IRA distribution
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.
Pete the Planner: Why your personal finances are not really that personal
A stakeholder is any person or entity that has an interest or concern in the direction of an enterprise.
Pete the Planner: Know your black boxes and blank checks
But you do have the ability to know a lot more things about your financial life than you are currently attempting to know.
Jalene Hahn: Youngest boomers are unprepared for retirement
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.
Mickey Kim: Debt indispensable, but addiction can be devastating
The challenge is determining an “appropriate,” or responsible, level of debt or leverage.
Pete the Planner: How to help dad overcome inappropriate investments
Dear Pete, I’ve started to look through some of my elderly father’s investments, and I’m finding myself in shock over some of the products he has been sold. Between high investment management fees, long surrender periods on annuities and inappropriate levels of risk, my head is spinning. What do I do? Do I file a […]
Jalene Hahn: How to defend yourself financially amid life’s changes
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.
Pete the Planner: Making the most of data helps avoid financial shock
Given the many inconveniences in our personal finances, it’s surprising there’s not more focus on how we respond to negative outcomes.
Mickey Kim: Did fishy shrimp deal ultimately end Red Lobster?
In a famous exchange from Ernest Hemingway’s “The Sun Also Rises,” one friend asks, “How did you go bankrupt?” To which the friend replies, “Two ways. Gradually and then suddenly.”
Peter Dunn: Your financial adviser is changing firms. What now?
I think sometimes people forget that business relationships are still relationships.
Jalene Hahn: Make sure you have a digital estate plan
A digital estate plan is important to maintaining access to treasured photos, stories, and communication for loved ones.
Pete the Planner: I’m ready to get off the hamster wheel
Even though I have set money aside along the way, my lifestyle, like that of many Americans in that same stage, continued to ratchet up.
Mickey Kim: Risk and failure indispensable to your investment success
Risk is the permanent loss of capital invested or loss of purchasing power from inflation.
Pete the Planner: Understand your sequence of returns risk before retirement
And whether you care to acknowledge this or not, the order in which the ups and downs occur hasn’t previously mattered to you because you’ve been in the accumulation phase of your investing experience.
Jalene Hahn: Saying goodbye to Daniel Kahneman, an economics pioneer
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.
Mickey Kim: Keep calm and don’t mix politics with your portfolio
As the partisan storm increases in intensity over the coming months, you might be tempted to make changes to your portfolio because of how you believe a short-term event like an election will impact the financial markets. Don’t.
Pete the Planner: Job satisfaction is so much more than a good salary
The allure of a hefty paycheck can be intoxicating. It’s easy to believe that more money equates to greater success or happiness. But the truth is, our perception of our own salary often shifts dramatically when compared with someone else’s.
Jalene Hahn: Bracket predictions and investing: Lessons for success
When I think about the March Madness experience, I find parallels in investing.
Pete the Planner: Market will get its footing this election year
Despite the nail-biting moments and hair-raising fluctuations, history has shown us that the stock market has a remarkable ability to weather the storm.