Pete the Planner: Ingredients for recession beginning to fall into place
Before you roll your eyes, let me clarify something important: Recessions don’t just appear out of nowhere.
Investing Column
Articles
Jalene Hahn: To plan retirement, you need to know what you want
A lifestyle plan answers one simple question: “Where will your time go when work no longer decides for you?”
Pete the Planner: Financial sobriety: Try to nix a reflexive expense
When an expense becomes normal, it disappears from scrutiny.
Pete the planner: The answer to ‘Why me?’ is ‘Because you chose it’
Welcome to the dad talk you didn’t ask for.
Jalene Hahn: Don’t leave yourself open to retirement tax surprises
For those who have accumulated multimillion-dollar accounts, the saved funds bring significant, often overlooked, tax and logistical challenges in retirement.
Pete the Planner: AI is great at math but lacks emotional intelligence
AI is spectacular at a few things that most people are, frankly, terrible at.
Mickey Kim: After a stellar three-year run, don’t expect the moon from stocks
Periods like this rarely feel historic in real time, but the rebound from the April lows ranks among the most powerful market recoveries on record.
Pete the Planner: The problem isn’t lifestyle creep—it’s income dependence
We tend to think financial independence is about earning more. It’s not. It’s about what you refuse to inflate.
Jalene Hahn: Beware investing advice from chatbots, influencers
According to the Certified Financial Planning Board, “financial misinformation is any type of incorrect or misleading financial information.”
Pete the Planner: Beware the allure of flashy, urgent ‘opportunities’
Real opportunity has a sneaky way of disguising itself.
Mickey Kim: Sorkin’s history of 1929 crash has dire warning for 2020s
Today’s markets display the same heady mix of optimism, financial innovation and unchecked hubris.
Pete the Planner: Your money woes are either linked to mechanics or behavior
So as we approach that arbitrary time of year in which change seems more possible than normal, set yourself up for success by limiting your new moves.
Jalene Hahn: Here’s how to protect yourself from real estate fraud
Scammers usually take ownership of the properties without the owners’ knowledge.
Pete the Planner: Look at all you get when you begin eliminating expenses
People are tired. People are oversubscribed, over-scheduled, over-notified, over-upgraded, overdoing and somehow underwhelmed.
Mickey Kim: Buffett’s letter on earning true riches an instant Thanksgiving classic
Thankfulness doesn’t ignore hardship; it helps us see what’s still good and builds the resilience to keep going.
Pete the Planner: 3 simple reasons why your father is a millionaire
Before you assume they were secret geniuses, let me tell you what is actually going on.
Jalene Hahn: Pressing priorities, high living costs disrupt retirement savings
The challenge is finding an adviser that can help you navigate the interplay between current competing spending priorities (housing, student debt, child care, medical and caregiving responsibilities) and making smart investment choices to provide for ever-escalating future spending needs.
Pete the Planner: You’ll know your appetite for risk when market falters
Part of what’s thrown off our sense of risk is how resilient the market’s been to bad news.
Mickey Kim: To master art of spending, write a ‘reverse obituary’
How do we figure out what truly adds value to our lives versus what just feeds the status beast?
Jalene Hahn: The options, pitfalls of retirement distributions
Perhaps the best-known distribution plan is the “4% rule,” which makes room for cost-of-living adjustments.