DAN SMITH

Comments

• Greg, your success in building a loyal customer base along with a low turnover work force says much more about you than you give yourself credit for.  The buyers of your business have huge shoes to fill. I’d love a follow-up post on how they are doing. Best wishes for your (and your dad’s) next chapters.

  Post: Selling our business – a done deal

  Link to comment from August 15, 2025

• Ed, your planning has paid off and I think you guys are in great shape. But telling someone not to worry is a little like telling a person who suffers from depression to stop being sad. It’s taken me a few years to get used to not seeing those elective deferrals going into savings, still, our net worth continues to grow, even with modest distributions.  So, in the immortal words of  Bobby McFerrin, Don't Worry Be Happy.

  Post: Keeping Calm

  Link to comment from August 15, 2025

• Great addition rgscl. And yes, some of those will shave a few bucks off of your benefit, but not as much as you may think.

  Post: Outliving Your Money? Let’s Do the Math on Annuities

  Link to comment from August 14, 2025

• Good article Kathy. Banks, retailers, and even the president creating their own currency....

  Post: Stablecoins: Not My Kind of “Stable”

  Link to comment from August 14, 2025

• I agree, but confess to a degree of ignorance regarding this funny money. Every single person I know who owns digital currency has the idea that they might get rich quick. However, what happens to this get rich quick motive if a stablecoin’s value is tied to the dollar?  Also, if those with a legitimate use for digital currency switch to stablecoin, what effect will the sell-off have on the value of digital currency (like bitcoin) not tied to the dollar?

  Post: Stablecoins: Not My Kind of “Stable”

  Link to comment from August 14, 2025

• I did the math to re-calculate my estimates. I don't like getting refunds.

  Post: Free Social Security Taxability Calculator

  Link to comment from August 14, 2025

• LOL Mark, like BB below, the first vision I had of you tubing around London was of you floating down the River Thames on a blown up tire innertube. It took this American a second to remember what a tube is😖 Thanks for the happy and positive post.

  Post: Not Retired, Just Re-Directed

  Link to comment from August 14, 2025

• Yeah, I'd like to up-vote this one more than once. Ten years ago I was certain that SS funding would be fixed. Now with just 8 or 10 years before the well runs dry, I'm not so sure any longer.

  Post: Free Social Security Taxability Calculator

  Link to comment from August 14, 2025

• Rick, I picked up more than a few new tax clients that gave up doing it themselves after they encountered that worksheet. Their typical description of the form was that “it’s as clear as mud.  Thanks for the link.

  Post: Free Social Security Taxability Calculator

  Link to comment from August 14, 2025

• Rick, I'm in total agreement with your answer.

  Post: Outliving Your Money? Let’s Do the Math on Annuities

  Link to comment from August 13, 2025