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Comments:
Life is an adventure. But as a matter of faith I can't help but feel that the real adventure begins after life.
Post: No Regrets
Link to comment from September 7, 2024
I eagerly wait for each of your columns. My mother is currently 96 and my dad died at 92. But I lost two brothers to cancer at age 64 and 68 and nearly lost a niece with three kids at 46 to cancer as well. The strange part was cancer didn't really run in our family and these three led extremely healthy lives with no smoking, very little drinking and were actually thin. One brother had never been sick in his life if you can believe that up until he got cancer. Yet it came. My greatest wish is if it comes for me that I can be as strong as you are. It makes it so much easier on the family and I don't want to unset them. You are truly amazing and I will remember you for as long as I live.
Post: On the Clock
Link to comment from August 17, 2024
This is such a great article. I am in the same boat on many fronts concerning tax deferred accounts. Also I am POA on my widowed 96 year old mother's account that holds stocks that I would rather be out of but holds enormous capital gains subject to step-ups in value at death. On one hand she could die at anytime at her age but on the other hand I feel that she could very well go way pass 100. I feel that there are better ways to invest the money but worry I will cause a large tax situation that would not happen if she dies shortly after the sale.
Post: Driven by Taxes
Link to comment from July 20, 2024
Warren Buffett. Unfortunately it took me to my 60's to try to follow all the wisdom that I read for years that he gave out free of charge.
Post: Who has had the greatest influence on your financial thinking?
Link to comment from June 6, 2024
Trying to get my spouse interested in our finances. She is annoyed whenever I bring it up.
Post: Which financial tasks do you find most irksome?
Link to comment from June 6, 2024
Warren Buffett. He seems so down to earth and I would like to share an hour at McDonald's with him.
Post: Which financial figure—dead or alive—would you most like to spend an hour with?
Link to comment from June 6, 2024
When my kids and grandkids have good news to share with us about their lives. Money had no role in it.
Post: When during your life were you happiest—and what role did money play?
Link to comment from June 6, 2024
Getting shook when the world gets scary and trying to time the market.
Post: What’s your biggest financial regret?
Link to comment from June 6, 2024
"I never cared much for what money could buy. I only like it for what little security that it gives me by having it." My mother said that and I quote it often.
Post: What’s your favorite financial quote?
Link to comment from June 6, 2024
You have to save big to have big money. Allocation will not make it by itself.
Post: What’s the most important financial concept?
Link to comment from June 6, 2024