Jonathan, Your writing is often like a beautiful painting where every brush stroke is artfully placed. The time you take to write is a gift to many of us. Thank you.
Thanks for the insightful comments on organizing your estate. They are helpful since I am 78 and closer to the end than the beginning having recently suffered a heart attack. I've always pictured "the game" to have two phases - The accumulation phase and the distribution phase - but you have brought to my attention that there is another phase and that is the most efficient manner to pass along your estate. Thanks for sharing your thought process and reasoning so I can smooth the path for my spouse and daughters after my demise..
When I was lost in the financial wilderness Jonathan was there to show the way. I still have a binder of your articles from your WSJ days that helped me sort out the chaff from the wheat. Thank you from all the people you have helped.
Dr. Dailey, thank you for the very well written article. At 78 I accept that I am much closer to the end than beginning and I face the end without fear or regrets. I have been privileged with a life of adventure and feel confident that the three generations after me are thriving and contributing to those around them. I have been surrounded by love my entire life and hope my last days are not a burden on others. The circle of life continues in spite of the mysteries of death. Thanks again for the insights in your article and I hope you write more.
Another good article full of wisdom. I'm convinced that many people stress because of the unpredictability in their lives. Ideally we can accept that we will always be surrounded by volatility. My core rule is to never let your happiness be determined by the stock market or politics. Keep in touch with family and friends and expose yourself to nature to keep things in perspective.
Thanks for writing the excellent article Rick. It should be distributed to every senior center in America. I also volunteered as a TaxAide tax preparer for six years until it interfered with my travels. I too observed old people being taken advantage of by so-called financial advisors, mostly stock brokers. The most common abuse was churning accounts or selling inappropriate products. The most common victims were widows where their deceased husband always managed the finances and the widows turned their accounts over to the nice person who said they would take care of everything. They would even send them a birthday card. It would break my heart. Keep up the good work.
Richard, I can so relate to your joy of traveling. This summer my wife, of 54 years, and I spent 53 days "on the road." We did the back roads of Route 66 starting at the Santa Monica Pier and ending in downtown Chicago. Sometimes we did 150 miles a day and even spent two nights in a couple places we wanted to explore. How many people get to see the Meteor Crater near Winslow or the Blue Hole in Santa Rosa, NM, or the Devil's Rope Museum where you get to learn the history of barbed wire? We fit in a family reunion in Olivett, KS, (Population 73) where 101 of us showed up to share the kitchen specialties of farm wives. The return was even better planning only one hotel in advance. Across the wide open state of Montana where you get the "you're not from around here, are ya" look and you discover they could be your best friend if you were to live there. Tetons, Yellowstone, Glacier, Banff, all waiting for us to stand in awe and be thankful. Hope to see you on the road.
You have helped many of us hack our way through the jungle of financial misinformation. Your columns are the antidote to the poison of the financial press. Your work is appreciated.
Lost in the financial wilderness in the late 90's I ran across your articles in the WSJ and their clarity were just what I needed. I still have a 4" binder of "Getting Going" articles that I treasured and have shared with others. I appreciate your clarity and honesty in your writing and am thankful you have been blessed with the gift of being a wordsmith. Through your writing you are able to put money in its proper perspective, that joy comes more from family and friends than from your bank account. I look forward to your next article.
Comments:
Jonathan, Your writing is often like a beautiful painting where every brush stroke is artfully placed. The time you take to write is a gift to many of us. Thank you.
Post: No Regrets
Link to comment from September 7, 2024
Thanks for the insightful comments on organizing your estate. They are helpful since I am 78 and closer to the end than the beginning having recently suffered a heart attack. I've always pictured "the game" to have two phases - The accumulation phase and the distribution phase - but you have brought to my attention that there is another phase and that is the most efficient manner to pass along your estate. Thanks for sharing your thought process and reasoning so I can smooth the path for my spouse and daughters after my demise..
Post: A Time to Give
Link to comment from August 24, 2024
When I was lost in the financial wilderness Jonathan was there to show the way. I still have a binder of your articles from your WSJ days that helped me sort out the chaff from the wheat. Thank you from all the people you have helped.
Post: The C Word
Link to comment from June 15, 2024
Dr. Dailey, thank you for the very well written article. At 78 I accept that I am much closer to the end than beginning and I face the end without fear or regrets. I have been privileged with a life of adventure and feel confident that the three generations after me are thriving and contributing to those around them. I have been surrounded by love my entire life and hope my last days are not a burden on others. The circle of life continues in spite of the mysteries of death. Thanks again for the insights in your article and I hope you write more.
Post: My Death Odyssey
Link to comment from May 22, 2024
Another good article full of wisdom. I'm convinced that many people stress because of the unpredictability in their lives. Ideally we can accept that we will always be surrounded by volatility. My core rule is to never let your happiness be determined by the stock market or politics. Keep in touch with family and friends and expose yourself to nature to keep things in perspective.
Post: Taking Charge
Link to comment from October 21, 2023
Thanks for writing the excellent article Rick. It should be distributed to every senior center in America. I also volunteered as a TaxAide tax preparer for six years until it interfered with my travels. I too observed old people being taken advantage of by so-called financial advisors, mostly stock brokers. The most common abuse was churning accounts or selling inappropriate products. The most common victims were widows where their deceased husband always managed the finances and the widows turned their accounts over to the nice person who said they would take care of everything. They would even send them a birthday card. It would break my heart. Keep up the good work.
Post: Protecting Seniors
Link to comment from May 17, 2023
Richard, I can so relate to your joy of traveling. This summer my wife, of 54 years, and I spent 53 days "on the road." We did the back roads of Route 66 starting at the Santa Monica Pier and ending in downtown Chicago. Sometimes we did 150 miles a day and even spent two nights in a couple places we wanted to explore. How many people get to see the Meteor Crater near Winslow or the Blue Hole in Santa Rosa, NM, or the Devil's Rope Museum where you get to learn the history of barbed wire? We fit in a family reunion in Olivett, KS, (Population 73) where 101 of us showed up to share the kitchen specialties of farm wives. The return was even better planning only one hotel in advance. Across the wide open state of Montana where you get the "you're not from around here, are ya" look and you discover they could be your best friend if you were to live there. Tetons, Yellowstone, Glacier, Banff, all waiting for us to stand in awe and be thankful. Hope to see you on the road.
Post: America the Drivable
Link to comment from November 26, 2022
You have helped many of us hack our way through the jungle of financial misinformation. Your columns are the antidote to the poison of the financial press. Your work is appreciated.
Post: News You Can’t Use
Link to comment from October 29, 2022
Lost in the financial wilderness in the late 90's I ran across your articles in the WSJ and their clarity were just what I needed. I still have a 4" binder of "Getting Going" articles that I treasured and have shared with others. I appreciate your clarity and honesty in your writing and am thankful you have been blessed with the gift of being a wordsmith. Through your writing you are able to put money in its proper perspective, that joy comes more from family and friends than from your bank account. I look forward to your next article.
Post: Now and Then
Link to comment from July 30, 2022
Allan, Thanks for being a soldier of the truth. We need more people who are willing to join the battle.
Post: Striking Out
Link to comment from May 4, 2022