Jalene Hahn: Honest communication makes transferring wealth successful
Traditionally assets have been prepared for the transition, while little focus is given to the inheritors.
Investing Column
Articles
Pete the Planner: Here’s the recipe for winning the financial game
I’ve seen so many people have 50-point leads going into the third or fourth quarter but somehow end up clutching a defeat from the jaws of victory.
Mickey Kim and Roger Lee: FedNow service will revolutionize, disrupt payments
The widespread adoption of smartphones led to the creation of an entire industry promising to make transferring funds quick and easy at any time, day or night, with a couple of clicks.
Pete the Planner: The good, the bad and the ugly of the current economy
It’s wild to think back to the despair we felt some 38 months ago and realize we came out the other side of that nightmare in a better financial place.
Pete the Planner: Can a planned retirement fail? It most certainly can.
There’s a rather simple way to determine whether you’ll be able maintain your current lifestyle in retirement: Calculate your projected retirement income and then see if your lifestyle fits into it.
Mickey Kim and Roger Lee: Debt-ceiling brinksmanship is the ‘sword of Damocles’
To gain a better understanding of the debt ceiling, think of the federal government as your spendthrift friend who, despite best intentions, consistently spends more than he earns.
Jalene Hahn: Link between mental health and financial health
Mental health challenges such as anxiety, depression and bipolar disorder can make it difficult to perform daily tasks and maintain healthy relationships.
Pete the Planner: Don’t let lifestyle creep ruin your retirement
A pay raise is more likely to make retirement harder, not easier.
Mickey Kim: Biases can destroy NFL Draft, investor returns
The NFL Draft and securities markets both provide researchers with huge amounts of data for analyzing judgment under uncertainty and decision under risk. Research leads to understanding how NFL general managers and investors make choices when resources are at stake and the outcome is unknown. In other words, you discover how forecasts are made and […]
Pete the Planner: Was March a good money month for you? Don’t waste it.
Based on the time of year it is right now, there’s some inherent positivity afoot.
Jalene Hahn: Embracing the shift to human-first financial guidance
In my words, this is a convergence of the disciplines of financial planning, life planning, coaching, behavioral finance and financial therapy.
Pete the Planner: So you think you want to take a lower-paying job? Here’s how
Most people have the near term figured out but can’t make the long term work.
Bank failure shows fragility of industry’s confidence game
What was true for the Bailey Bros. Building & Loan in “It’s a Wonderful Life” still rings true for J.P. Morgan today: If too many depositors demand their money back at the same time (a bank “run”), you can’t pay them all, and the bank fails.
Pete the Planner: Here’s how to take over your parents’ finances
Enter into this process with a calm mind and empathetic words.
Jalene Hahn: Here’s how to make the most of an inheritance
However large or small of an inheritance you receive, proceed with caution.
Pete the Planner: Don’t swap out for a tony house. Stay put.
I’m having a hard time getting my head around the logic in buying a new home (with the use of a mortgage) for those people who currently have mortgage rates in the 2% to 3% range.
Mickey Kim and Roger Lee: Microsoft’s ‘Sydney’ chatbot shows the dangers of AI
At the same time, we can’t help but see the similarities between the hype surrounding how AI is going to disrupt the way we live and learn with the excitement over how cryptocurrencies were going to replace government-issued currencies and “de-fi” (decentralized finance) was going to render our current financial system obsolete.
Jalene Hahn: Couples and money: Opposites attract, blend over time
Money management is different in that we tend to be drawn to others that complement our natural approach.
Pete the Planner: Living downtown offers economical, intangible benefits
Of course, living downtown isn’t for everyone, especially in particular stages of life, but it’s a brilliant choice for those whose lifestyle affords it—and I don’t just mean in the financial sense.
Pete the Planner: Life changes? Go see your financial planner—now
You listed nine instances in which you should have reconnected with your financial adviser. You are zero for nine.