An excellant article. I value your style and perspective. I too have a clump of employer stock accumulated from options I received as part of my past salary and now appreciate the dividends until I begin receiving social security between my full retirement age and 70. I too have a timeframe picked specific to my circumstances. I also have too many other disparate investments thru the years. Property, savings bonds, Individual dividend stocks, some municipal bonds, severalVanguard and Schwab ETF's...and a large holding of bank CDs showing how conservative our investing is. They've done what i needed -- having 'enough' (in a Bogle sense) but now. created the additional challenges or managing IRMA, and tax management as I've read other Humble Dollar readers mention. My focus next thru years will be simplifying for my wife and those after her, along with how and where to best donate and give some of what we've accumulated away. I learn from most of the articles from this site new and fresh approach. Thank you to you and the other writers, and to Jonathon (who I've read most of what he's written since his WSJ days) for this valuable resource. It is appreciated.
Comments
An excellant article. I value your style and perspective. I too have a clump of employer stock accumulated from options I received as part of my past salary and now appreciate the dividends until I begin receiving social security between my full retirement age and 70. I too have a timeframe picked specific to my circumstances. I also have too many other disparate investments thru the years. Property, savings bonds, Individual dividend stocks, some municipal bonds, severalVanguard and Schwab ETF's...and a large holding of bank CDs showing how conservative our investing is. They've done what i needed -- having 'enough' (in a Bogle sense) but now. created the additional challenges or managing IRMA, and tax management as I've read other Humble Dollar readers mention. My focus next thru years will be simplifying for my wife and those after her, along with how and where to best donate and give some of what we've accumulated away. I learn from most of the articles from this site new and fresh approach. Thank you to you and the other writers, and to Jonathon (who I've read most of what he's written since his WSJ days) for this valuable resource. It is appreciated.
Post: He Asked, I Answered
Link to comment from March 9, 2024