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.
Investing Column
Articles
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.
Pete the Planner: Lower rates are great, if you know what you’re doing
For upper-middle and upper-income families, lower rates are more than cheaper monthly payments. They’re levers.
Jalene Hahn: The 4% retirement rule can be supercharged
To arrive at the 4% rate, Bengen studied historical market returns covering 50-year periods beginning in 1926 and ending in 1992.
Pete the Planner: Retirement is a skill, not a time to let down your guard
You can step into retirement without being good at personal finance.
Mickey Kim: Danger: Private funds are salivating over your 401(k)
America’s 401(k) system controls over $12 trillion in retirement assets, the single largest reservoir of investable long-term money on the planet.
Jalene Hahn: Deciding when to sell requires disciplined mindset
Knowing when to sell an investment is just as important as knowing when to buy.
Peter Dunn: Your HR department needs to be ready for anything
In the business world, we like to pretend that HR is a utility—something we plug into the wall when we need a solution.
Mickey Kim: Could 315-year-old British law sink U.S. sports betting?
This distinction isn’t just marketing. It’s a legal lifeline.