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WSJ Article by Jonathan

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AUTHOR: Rick Connor on 11/03/2024

There’s an excellent article in today’s WSJ by Jonathan. Enjoy.

 

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gb
2 days ago

For anyone hitting a paywall, here’s an unlocked article gifted to the community
https://www.wsj.com/personal-finance/jonathan-clements-personal-finance-cancer-e30d1396?st=xXTkoD

Michael1
1 day ago
Reply to  gb

Thanks!

Olin
1 month ago

Many articles are behind a paywall. When that happens, I copy the link that won’t open and paste it in https://archive.ph/

It may take a minute before it will open, but many times someone else has already opened and saved it before, and it should open right away. You don’t need to ‘save’ to have it open.

gb
2 days ago
Reply to  Olin
Jeff
1 month ago

Rick, Thanks for sharing the article. I continue to be amazed at Jonathan’s strength to persue his life’s passion (that of sharing his financial wisdom with others). For that we are all grateful. Jonathan, may you be given strength to continue doing so!

Jack Hannam
1 month ago

I enjoyed this article. Jonathan’s thoughtful planning to provide for his family while simplifying and taking care of as much administrative work to minimize the hassles for his wife after he is gone are priceless. I am aware that what Jonathan is now facing could happen to any of us including myself with no warning. I manage our finances, but if the time comes that I am either no longer able or have departed, she may prefer to hire an advisor. Our portfolio is not complicated, and she might benefit from a fee-only CFP who can help her with RMDs, advise her on prospective gifting to the family, and any other issues that might arise. I appreciate Jonathan’s generosity in sharing his ideas with all of us!

Mike Gaynes
1 month ago

Jonathan, I’m surprised and saddened to read that your good cheer is making this process more difficult for your wife and children. My thoughts are with them.

Ben Rodriguez
1 month ago

Great pics! We love you, Jonathan! Hang in there.

R Quinn
1 month ago

Jonathan, you write in this article and in the past about what you plan to leave to your children and you write about hoping Elaine receives your survivor SS benefit, but, unless I missed it, nothing else.

Do you have a strategy for other survivor benefits/income or does your wife have her own resources?

R Quinn
1 month ago
Reply to  R Quinn

Why, given all the details about his plans Jonathan has provided, would this quite reasonable question receive any negative votes? Aren’t surviving spouse issues important?

Jeff Bond
1 month ago
Reply to  R Quinn

Dick – my opinion. If Jonathan wants to write about his wife’s resources, he will. But to ask for that information strikes me as nosy. That’s just me.

R Quinn
1 month ago
Reply to  Jeff Bond

The question was about preparing for survivor financial security which is a typical issue along with children. The references to Elaines resources was simply to clarify if it was not necessary for Jonathan to provide from his assets, not to learn about her resources which is nobody’s business.

Jonathan Clements
Admin
1 month ago
Reply to  R Quinn

Elaine says, “It’s none of his (expletive deleted) business.” But trust me: She has nothing to worry about.

baldscreen
1 month ago

Thank you, Rick, for sharing this article. It was great. Chris

Linda Grady
1 month ago

Thanks, Rick, for posting in a way that allowed me to open the article despite the usually solid WSJ paywall. Thanks, Jonathan, for your step-by-step reminders of what I need to continue doing. Your info about the PA inheritance taxes applies to me as well, so I’m printing the article to keep in my paper folder of helpful articles (almost all from HD).

Jonathan Clements
Admin
1 month ago
Reply to  Rick Connor

Those pesky editors occasionally manage to do something helpful!

David Powell
1 month ago

Even with that helpful fix, former WSJ subscribers may get blocked. If so, a private browsing tab works around it.

Michael1
1 month ago
Reply to  David Powell

How does that work? I just tried an incognito browsing window and still hit the paywall.

David Powell
1 month ago
Reply to  Michael1

Argh, sorry that didn’t work for you. All I did was copy the web link and paste it in the address bar of an incognito tab. Perhaps try from a different device?

Michael1
1 month ago
Reply to  David Powell

Thanks, WSJ must have closed that gap.

luvtoride44afe9eb1e
1 month ago

Amazing, even facing this grim terminal diagnosis, you clearly provide solid financial ( and non financial such as decluttering paperwork) advice to readers! Thanks for your good council, entertaining delivery and solid direction and help all these years. All the best to you and your family.

William Perry
1 month ago

Thanks Rick!

Randy Dobkin
1 month ago

Enjoyed the first and last Getting Going columns!

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