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.
Investing Column
Articles
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.
Peter Dunn: Know your real expenses before making retirement plan
Which is exactly why my goal is to have less income in retirement than I require as a working person in the prime of my career (or past my prime—whatever).
Pete the planner: You can learn from others’ failures but consider the context
To no surprise, I’ve spent the last 30-some years attempting to learn from the mistakes of others, so that someone else’s pain could end up being my gain.
Mickey Kim: Roller coasters feel scary, but they lead to market gains
Some people hate roller coasters.
Pete the Planner: None of your investments will pay off without investing in health
I’m getting older, and I want to be as mobile and active as possible for as long as possible.
Jalene Hahn: Robo-advisers are cost-effective, simple but suffer from myopia
Their automated approach leaves little room for adaptability or specificity that comes from working with traditional financial advisers.
Pete the planner: If you’re spinning your wheels, it’s time for a course correction
It feels like progress. But it might just be financial cardio: lots of motion, very little gain
Pete the planner: Mo money, mo problems: It’s time to redefine ‘success’
But on the journey from dollars to peace, I considered and toiled over several other ideas.
Jalene Hahn: To overcome risks, your financial planning needs to start early in life
The ideal time to start a financial plan is in high school.
Peter Dunn: We need to rethink retirement as a new challenge
This is why people are tiptoeing into retirement now, instead of busting through the retirement wall like the glee- (and sugar-) filled Kool-Aid Man.
Peter Dunn: Your family’s pro bono CFO deserves back pay in love
That’s the thing about a mother’s love: It’s quiet, consistent and completely irrational in the most beautiful way.
Jalene Hahn: Investing money is smart, but investing in yourself is crucial
Graduation is a great time to get a start on building a firm financial foundation.
Peter Dunn: Saving an extra $1,000 per month is easier than it seems
I want to challenge you—yes, you—to find a way to cut $1,000 a month from your spending.
Pete the planner: The president should be clear: Success requires sacrifice
Let me be clear: This will not be painless.