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    • I enjoyed this podcast / article which also provides a broad view on original vs advantage. https://www.morningstar.com/personal-finance/phil-moeller-road-map-navigating-medicare

      Post: Prefer the Original

      Link to comment from October 24, 2024

    • Thank you Jonathan, I hadn't read that one! I echo others who have expressed their admiration and gratitude for your sharing so openly of your personal experiences and lessons learned.

      Post: No Slowing Down

      Link to comment from July 27, 2024

    • I think a post on applying for Medicaid would be very helpful even though the process might differ state to state. While the HD audience might be affluent, elders they are caring for might not be. I also went through what you went through and can empathize with how hard it's been.

      Post: No Slowing Down

      Link to comment from July 27, 2024

    • I take comfort in your reply of "very small". thanks!

      Post: Playing Their Part

      Link to comment from May 21, 2024

    • Regarding the 5 year safety net, is this based on the average period of time it takes a portfolio to recover 100% after a bear market? does anyone know historically what's been the max years it's taken to recover? Also assume one should add emergency unexpected expenses to this 5 year amount?

      Post: Playing Their Part

      Link to comment from May 21, 2024

    • Jonathan, I've been a long time reader of your articles and always trust your advice. I would like to suggest something for HD article. When I scan the most recent articles (blog page), I only see the title and first 2 sentences of each article. Many times, I can't get a sense as to what an article will be about based on that. Would love to see topic tagging (e.g., taxes, asset allocation) or a 2 sentence article synopsis. No doubt, I've bypassed many articles which would be of interest because the initial scan didn't give me enough clue as to what the article's topic(s) would be about. hope that helps. happy holidays!

      Post: Writ Large

      Link to comment from December 25, 2022

    • Also, if you have your firm's 401K will allow it, consider moving all rollover IRA assets into your 401K. will make it easier to do Roth IRA conversions.

      Post: On Your Way Out

      Link to comment from September 25, 2021

    • Restaurants and hair salons. I've experienced price increases from 10-20%

      Post: Where do you see signs of inflation?

      Link to comment from July 7, 2021

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