My deepest condolences to Elaine and the rest of Jonathan’s family. Jonathan became my personal finance guide when I found him in the Wall Street Journal years ago. It is impossible to overstate the impact he on me. Rest in peace, Jonathan.
A kindred spirit. I think about use and maintenance before adding things to my life. It might look like I’m frugal but it is a lifestyle choice for me.
My early money memories are vague with me being irresponsible. I started paying attention reading your WSJ column, Jonathan, and listening to Clark Howard on the radio and Jack Bogle at Vanguard. Lucky me.
I would love to relocate to a smaller town but my city offers too many medical, social, cultural, educational advantages. Cities have a lot to offer seniors.
I’ve decided Federal Money Market Fund and Short Term Treasury Bond Fund will serve my purpose for bonds. Try as I have, I just don’t understand TIPS funds enough and do not want to manage ladders.
I received an email from My Social Security about the new legislation on July 3. It contained inaccurate information and was political in tone. “The bill ensures that nearly 90% of Social Security beneficiaries will no longer pay federal income taxes on their benefits, providing meaningful and immediate relief to seniors who have spent a lifetime contributing to our nation's economy.
The new law includes a provision that eliminates federal income taxes on Social Security benefits for most beneficiaries, providing relief to individuals and couples.” Did anyone else get this? I plan to call my Representatives this week.
Comments
My deepest condolences to Elaine and the rest of Jonathan’s family. Jonathan became my personal finance guide when I found him in the Wall Street Journal years ago. It is impossible to overstate the impact he on me. Rest in peace, Jonathan.
Post: Farewell Friends
Link to comment from September 23, 2025
I inherited a some gold coins and would love to sell. It is complicated. I read how to sell them and “I’ll think about that tomorrow” takes over.
Post: Current status of diversification
Link to comment from September 4, 2025
A kindred spirit. I think about use and maintenance before adding things to my life. It might look like I’m frugal but it is a lifestyle choice for me.
Post: Frugality, Minimalism, and Aligning Values
Link to comment from August 25, 2025
I think of SS as insurance. I am fortunate,I can afford to support myself until 70. I know a lot of healthy 90+ year old women.
Post: Rehashing the age 70 thing. Tell Dear Dickie what is it that he doesn’t get about SS at age 70?
Link to comment from August 22, 2025
My early money memories are vague with me being irresponsible. I started paying attention reading your WSJ column, Jonathan, and listening to Clark Howard on the radio and Jack Bogle at Vanguard. Lucky me.
Post: My Money Memories
Link to comment from August 7, 2025
I would love to relocate to a smaller town but my city offers too many medical, social, cultural, educational advantages. Cities have a lot to offer seniors.
Post: Let’s revisit the pros and cons of relocating upon retirement
Link to comment from July 30, 2025
Born & Raised in GA, still not used to the heat and humidity!
Post: Let’s revisit the pros and cons of relocating upon retirement
Link to comment from July 29, 2025
I’ve decided Federal Money Market Fund and Short Term Treasury Bond Fund will serve my purpose for bonds. Try as I have, I just don’t understand TIPS funds enough and do not want to manage ladders.
Post: Bond Conundrum
Link to comment from July 26, 2025
Trying to understand how you had a $4K, .05% gain and a $21K loss?
Post: How Was I to Know?
Link to comment from July 26, 2025
I received an email from My Social Security about the new legislation on July 3. It contained inaccurate information and was political in tone.
“The bill ensures that nearly 90% of Social Security beneficiaries will no longer pay federal income taxes on their benefits, providing meaningful and immediate relief to seniors who have spent a lifetime contributing to our nation's economy. The new law includes a provision that eliminates federal income taxes on Social Security benefits for most beneficiaries, providing relief to individuals and couples.” Did anyone else get this? I plan to call my Representatives this week.
Post: Increased Deduction for Seniors
Link to comment from July 6, 2025