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The Paradox of Wealth

"Mark, this perfectly captures what many of us spend years learning. Money can buy comfort, security and choices, but it can’t buy the moments that stay with us. Looking back, the memories I treasure most aren’t attached to expensive possessions, they’re conversations with family, time spent with friends, helping someone through a difficult season, or watching a sunset with someone I love. Wealth gives us the opportunity to create those moments, but it’s our presence that makes them meaningful. Thanks for a thoughtful reminder of what really matters."
- Andrew Clements
Read more »

A Can of Worms

"Dan, this is a great reminder that every decision comes with consequences, some immediate, others that may not show up for years. I think many of life’s biggest regrets aren’t the result of bad luck but of failing to ask, “What happens next?” Your examples are all financial, but the same principle applies to relationships, health, and even the words we choose. As Jonathan often wrote, good decisions compound over time and unfortunately, so do bad ones. Thanks for another thought-provoking article."
- Andrew Clements
Read more »

IRMAA & late filing of tax returns

"From reading CFR 418.1110.  titled "What is the effective date of our initial determination about your income-related monthly adjustment amount?" it appears to me the likely answer is the SSA would have defaulted to using your tax information from three years ago until you file your return for two years prior to determine any IRMAA surcharges. If that is correct then that part of the Code of Federal Regulations states - "b) When we (the SSA) have used modified adjusted gross income information from IRS for the tax year 3 years prior to the effective year to determine your income-related monthly adjustment amount and modified adjusted gross income information for the tax year 2 years prior later becomes available from IRS, we will review the new information to determine if we should revise our initial determination. If we revise our initial determination, the effective date of the new initial determination will be January 1 of the effective year, or the first month you were enrolled or re-enrolled in Medicare Part B if later than January." Like other Humble Dollar commenters I would encourage you to get current with your tax filings to resolve this issue for you or so your executor does not have this mess to deal with after you are gone if you owe any additional amount for IRMAA income based surcharges.
My guess is that absent meeting a statutory reasonable cause for late filing your 1040 that the determination of late IRMAA premiums may be followed with a non-payment demand for payment in full with the serious potential consequences of loss of insurance coverage if timely payment in full is not paid. "
- William Perry
Read more »

Many seniors think we paid for our Social Security benefits based on the FICA taxes we paid. Let’s dispel that myth- we didn’t

"Who paid for my SSA benefit. I did. I started drawing SSA at age 70 but worked, and paid into SSA to age 75, I will never live long enough to receive benefits equal to the time adjusted value of the amounts my employer and I paid into SSA. I expect that is true for most Humbledollar readers. All of us who did are blessed to have it be so and glad to support folks who weren't fortunate enought to have satisfying work and good income."
- Patrick Dady
Read more »

Will Your Death Double Your Spouse’s Tax Bill?

"This was a major concern of mine. I had a govt pension and we both had SS. DW would get half of my pension if I passed first. When I retired at 66, 90% of our investments were in TIRAs. I gradually converted this to a Roth for myself, and when my DW passed last year, our TIRA was about 12%. We paid first or second tier IRMAA penalties and higher marginal tax rates for years to achieve this. I can use the remaining TIRA for QCDs and avoid any future taxable income for RMDs. However, I cannot avoid the change in tax rates. Regardless of what I do, I will be at least in the first IRMAA tier. I am not complaining because I am blessed to have a good pension and SS and can live a nice lifestyle. My biggest mistake was not doing Roth conversions before I took SS which could have avoided IRMAA. I thought I understood taxes very well but I was asleep on Roth conversions until I retired and started SS."
- Jerry Pinkard
Read more »

Mr Market visits Art Basel

"what a masterpiece, bridging the perceived gap between art and other established asset classes.. Ricardo has said everything that i always wanted to say and more.. to quote "In a nutshell–risk does not always come from whether something hangs on a wall or trades on an exchange. More likely, risk tends to be related to how prices are formed. So, if markets are irregular, and each of them follow an underlying set of logics, then why is collecting as an investment such a niche?".. while Ricardo moved from art to finance, i followed the reverse trajectory.. from my 11 years in finance (and taxation) followed by 18 years in art (and finance), i have come to exactly the same conclusions.. to add my 2 bits, since i have professionally valued equity and realty in my former role (at Andersen/ EY) and now value art (at Aura Art), i can say (with many real instances to back) that there is just as much method in the madness to valuing art as equity and realty (and much more then some other asset classes, like crypto, commodities etc).. thanks again for this piece.."
- Rishiraj Sethi
Read more »

Buying a car in retirement

"Mine is the best car I ever owned. Premium gas, yes, but on the highway I get 40-43 mpg."
- R Quinn
Read more »

Danger, Junk Mail

"Thanks, Sonja. In addition to its specific warnings, your article is a specific reminder that the world is persistently searching for the entrance to our wallets is every sneaky way imaginable."
- Edmund Marsh
Read more »

Every Writer Has a Beginning: Organ Transplant Fails

"Thank you William. It means a great deal to hear that. Writing these stories has helped me discover even more about Jonathan, and it’s been wonderful to share those discoveries with the people who appreciated his wisdom and kindness. I’m grateful you’re one of them."
- Andrew Clements
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About that inflation in retirement

"isn’t the fact that the vast majority of women didn’t work outside the home in 1935 and therefore needed the protection of spousal benefits a demographic fact that now needs to be revisited?"
- Marilyn Lavin
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Retirement, One Year On

"Sorry, Laura, I just saw this! I love what you said about the benefits of supporting a spouse’s creative endeavors! It’s definitely on the list of things I want to think about and try out!"
- DrLefty
Read more »

The Paradox of Wealth

"Mark, this perfectly captures what many of us spend years learning. Money can buy comfort, security and choices, but it can’t buy the moments that stay with us. Looking back, the memories I treasure most aren’t attached to expensive possessions, they’re conversations with family, time spent with friends, helping someone through a difficult season, or watching a sunset with someone I love. Wealth gives us the opportunity to create those moments, but it’s our presence that makes them meaningful. Thanks for a thoughtful reminder of what really matters."
- Andrew Clements
Read more »

A Can of Worms

"Dan, this is a great reminder that every decision comes with consequences, some immediate, others that may not show up for years. I think many of life’s biggest regrets aren’t the result of bad luck but of failing to ask, “What happens next?” Your examples are all financial, but the same principle applies to relationships, health, and even the words we choose. As Jonathan often wrote, good decisions compound over time and unfortunately, so do bad ones. Thanks for another thought-provoking article."
- Andrew Clements
Read more »

IRMAA & late filing of tax returns

"From reading CFR 418.1110.  titled "What is the effective date of our initial determination about your income-related monthly adjustment amount?" it appears to me the likely answer is the SSA would have defaulted to using your tax information from three years ago until you file your return for two years prior to determine any IRMAA surcharges. If that is correct then that part of the Code of Federal Regulations states - "b) When we (the SSA) have used modified adjusted gross income information from IRS for the tax year 3 years prior to the effective year to determine your income-related monthly adjustment amount and modified adjusted gross income information for the tax year 2 years prior later becomes available from IRS, we will review the new information to determine if we should revise our initial determination. If we revise our initial determination, the effective date of the new initial determination will be January 1 of the effective year, or the first month you were enrolled or re-enrolled in Medicare Part B if later than January." Like other Humble Dollar commenters I would encourage you to get current with your tax filings to resolve this issue for you or so your executor does not have this mess to deal with after you are gone if you owe any additional amount for IRMAA income based surcharges.
My guess is that absent meeting a statutory reasonable cause for late filing your 1040 that the determination of late IRMAA premiums may be followed with a non-payment demand for payment in full with the serious potential consequences of loss of insurance coverage if timely payment in full is not paid. "
- William Perry
Read more »

Many seniors think we paid for our Social Security benefits based on the FICA taxes we paid. Let’s dispel that myth- we didn’t

"Who paid for my SSA benefit. I did. I started drawing SSA at age 70 but worked, and paid into SSA to age 75, I will never live long enough to receive benefits equal to the time adjusted value of the amounts my employer and I paid into SSA. I expect that is true for most Humbledollar readers. All of us who did are blessed to have it be so and glad to support folks who weren't fortunate enought to have satisfying work and good income."
- Patrick Dady
Read more »

Will Your Death Double Your Spouse’s Tax Bill?

"This was a major concern of mine. I had a govt pension and we both had SS. DW would get half of my pension if I passed first. When I retired at 66, 90% of our investments were in TIRAs. I gradually converted this to a Roth for myself, and when my DW passed last year, our TIRA was about 12%. We paid first or second tier IRMAA penalties and higher marginal tax rates for years to achieve this. I can use the remaining TIRA for QCDs and avoid any future taxable income for RMDs. However, I cannot avoid the change in tax rates. Regardless of what I do, I will be at least in the first IRMAA tier. I am not complaining because I am blessed to have a good pension and SS and can live a nice lifestyle. My biggest mistake was not doing Roth conversions before I took SS which could have avoided IRMAA. I thought I understood taxes very well but I was asleep on Roth conversions until I retired and started SS."
- Jerry Pinkard
Read more »

Mr Market visits Art Basel

"what a masterpiece, bridging the perceived gap between art and other established asset classes.. Ricardo has said everything that i always wanted to say and more.. to quote "In a nutshell–risk does not always come from whether something hangs on a wall or trades on an exchange. More likely, risk tends to be related to how prices are formed. So, if markets are irregular, and each of them follow an underlying set of logics, then why is collecting as an investment such a niche?".. while Ricardo moved from art to finance, i followed the reverse trajectory.. from my 11 years in finance (and taxation) followed by 18 years in art (and finance), i have come to exactly the same conclusions.. to add my 2 bits, since i have professionally valued equity and realty in my former role (at Andersen/ EY) and now value art (at Aura Art), i can say (with many real instances to back) that there is just as much method in the madness to valuing art as equity and realty (and much more then some other asset classes, like crypto, commodities etc).. thanks again for this piece.."
- Rishiraj Sethi
Read more »

Buying a car in retirement

"Mine is the best car I ever owned. Premium gas, yes, but on the highway I get 40-43 mpg."
- R Quinn
Read more »

Danger, Junk Mail

"Thanks, Sonja. In addition to its specific warnings, your article is a specific reminder that the world is persistently searching for the entrance to our wallets is every sneaky way imaginable."
- Edmund Marsh
Read more »

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Get Educated

Manifesto

NO. 12: WE SHOULD focus less on the odds of something happening and more on the consequences. We likely won’t die during our working years. But if we did, how would our family cope?

Truths

NO. 88: LIVING standards rise with per-capita economic growth—typically 1½ percentage points a year faster than inflation. This is why retirees often feel pinched, even if their income climbs with inflation. It also helps explain why family fortunes disappear. The investment returns generated can’t keep up with taxes and the family’s spending desires.

think

ASSET LOCATION. After deciding which investments to buy, we should consider our asset location. What’s that? It involves divvying up investments between taxable and retirement accounts. If investments generate large annual tax bills—think active stock funds and real estate investment trusts—we’ll likely want to hold them in a retirement account.

act

VENTURE ABROAD. Many U.S. investors shy away from foreign shares, leery of the currency swings and the weaker legal protections. But adding overseas stocks can lower the risk of a U.S. stock portfolio, because foreign shares sometimes post gains when U.S. shares are suffering. HumbleDollar’s advice: Allocate a third to half of your stock portfolio to foreign shares.

Safety net

Manifesto

NO. 12: WE SHOULD focus less on the odds of something happening and more on the consequences. We likely won’t die during our working years. But if we did, how would our family cope?

Spotlight: Investing

Wall Street Trap

IN THE INVESTMENT world, May 1st is a notable day. It was on May 1, 1975 that the Securities and Exchange Commission deregulated the brokerage industry. For the 183 years prior to that, trading commissions on the New York Stock Exchange had been fixed at uniformly high rates. But when deregulation arrived, competition got going. That’s when discount brokers like Charles Schwab got rolling, and over time, May Day, as it’s now referred to,

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Is The Stock Market Overvalued?

STOCK MARKET INVESTORS are enjoying yet another strong year. The S&P 500 has gained about 14% so far, shrugging off, for the most part, uncertainty over tariffs, interest rates and the latest government shutdown.
Should this worry us?
Since ancient times, soothsayers have been attempting—without luck—to forecast the future. As it relates to investment markets, the frustrating reality is that no one knows what the future will bring. But that doesn’t mean there’s nothing we can do.

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AI, Bubbles, and Markets

IN AN INTERVIEW a little while back, the technology investor Peter Thiel drew an uncomfortable comparison. Today’s frenzy around artificial intelligence, he said, parallels the tech stock bubble of the 1990s. To illustrate his point, Thiel pointed to Amazon.
By any measure, it’s been an extraordinary success. But, Thiel points out, it hasn’t been a straight line. At one point early on, Amazon shares lost more than 90% of their value.
“My suspicion is that that’s roughly where we are in AI.

Read more »

Perfect Portfolio

WHAT’S THE BEST way to manage your investments?
A new book titled Your Perfect Portfolio helps answer this question. I spoke this week with the author, Cullen Roche.
Adam Grossman: The title is Your Perfect Portfolio with an emphasis on your
Cullen Roche: I was very intentional about saying “your perfect portfolio” because everyone’s different, everyone’s unique. So I wrote this book with the intent of studying lots of different strategies and styles.

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Investment Wisdom

THE INVESTMENT WORLD is full of storytellers. And while these folks might be entertaining, they generally aren’t very helpful. There’s one category of stories, however, that I do think is useful: They’re what I might call investment fables. They’re apocryphal stories that likely aren’t real. But they’re helpful nonetheless because each carries a useful lesson. Here are some of the more popular ones.
Consumer choice. In 1999, Richard Mille and a partner launched a company to make wristwatches.

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The Market’s Unpredictability

EARLIER THIS SPRING, Emil Verner, an economist at MIT, made an observation: The stock market, he said, seemed to be exhibiting “excess tranquility.” Despite an ongoing war, inflation and other negative headlines, investors seemed surprisingly unfazed. The market was on track for its fourth year in a row of positive returns. Through May, it had gained 11%.
But no sooner did Verner make this observation that the market did begin to wobble. Last Friday,

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Spotlight: Forsythe

Getting Off Lightly

I'VE BEEN A WITNESS to inflation with every trip to our neighborhood H-E-B grocery store. As various articles have pointed out, inflation can disproportionately hurt retirees. Yet recently I stumbled on a piece that argued the reverse, at least for some of us. I think my wife and I fall into that lucky category, and I’m curious if other HumbleDollar readers feel the same. We own our home free and clear, so there are no rent increases to worry about and no mortgage to pay. There isn’t much we can do about the cost of home repairs and maintenance. But we’re in good shape when it comes to property taxes, thanks to generous homestead and over-age-65 exemptions. For our comfortable 2,800-square-foot home on a one-acre lot in a nice neighborhood, we pay $2,619 a year in taxes, plus our annual homeowners’ association fees are just $195. As empty nesters, we’re only buying for two people. That’s quite a contrast to earlier years, when we were raising four kids. Food, clothes, transportation, school supplies, health insurance, dental and orthodontics expenses all made for a hefty domestic overhead. Later, there were high car expenses, including maintenance and insurance. The liability quote for a teenage male driver will really get your attention. And the grand finale—college—was a whole different order of magnitude. We treasure our kids and wouldn’t have done anything differently. But for a long time, we didn’t have much discretionary income. We’ve always been dog people, and have never been without one and usually more. Not long ago, we had four elderly rescues with a variety of medical conditions. The cost of their health care and medications was pretty staggering. You know it’s bad when you have your vet’s phone number memorized. While inflation has affected vet prices, we’re down to…
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You Aren’t Listening

WHEN IT COMES to communication, I’m kind of a fanatic. (My wife would say I should drop the “kind of.”) More specifically, I’m a fan of responsive communication. Back in my working days, when I practiced criminal law, I made it a point to return phone calls and emails from clients promptly. It was rare that I didn’t do it the same day. If that meant staying late at the office until I caught up, I stayed late. Whenever I had a client who had had a different lawyer on a previous case, the most frequent complaints were “I couldn’t ever talk to him” or “she wouldn’t return my calls or emails.” I was always sympathetic to these gripes. It really gets my dander up if someone I’m doing business with is nonresponsive. When it comes to dealing with our finances, responsive communication is essential. How hard is it to communicate with the financial companies you use? And what means of communication do they provide? I’ve noticed a growing trend away from email, and toward telephone and “chat.” I dislike this for several reasons. First, I like email because you have a written record—the all-important paper trail. I keep every message of any significance, which is probably why my email cache is so huge. As for “chat,” which every company seems to tout these days, sometimes you can request that a transcript of the chat be emailed to you. If they do (and not all will), that’s good for your records. But based on my experience, I suspect that the chat gig is reserved for the newest hires. I’ve seldom had much luck getting anything but the most basic chores accomplished by “chatting.” [xyz-ihs snippet="Mobile-Subscribe"] As for the phone, which companies tend to push, we all know the headaches. There’s…
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Home, Auto & Umbrella Insurance—“Longevity Benefit”?

Recently, and spurred by the horrific fires in L.A., there's been a lot of attention on home insurance, including skyrocketing premiums. Like many people, we have our home, auto, and umbrella policies with the same company, and have seen our premiums increase dramatically in the last few years. I've occasionally heard mention, without much in the way of specifics, of a "longevity benefit" in staying with the same insurance company rather than constantly shopping around and switching. I'm hoping someone with a background in insurance can shed some light on this. First off, is there any truth to it? If so, is the benefit in the form of smaller premium increases for long term policyholders, or a smaller chance of being dropped, or...? Thanks for any insights.
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Weekend Warriors

AH, A SECOND HOME—a fond dream for so many. While we try to justify a weekend house as a “good investment,” they’re often bought to fulfill some emotional need. For some, it’s a beach house. For others, it’s a mountain getaway. But for me, it’s always been a place in the country. I’m an introvert. The prospect of getting away from crowds and noise to a secluded place of peace and quiet is my ideal. After marrying and becoming the father of four, I wasted little time before starting to scout the beautiful Texas Hill Country outside of Austin for our weekend getaway home. On many Saturdays and Sundays, I’d load the younger kids into the car. Promising them a great adventure, we’d head out for a long afternoon spent checking out various rural properties for sale. Our older kids were, by then, completely involved with friends and school activities. Meanwhile, my wife was too smart to go. “Let me know when you find it,” she’d say. My first find was a beautiful 25-acre property on a high hillside with spectacular views and a creek below. I thought it was paradise and we had many fun times there. But it didn’t have a house or even a cabin. We built a spacious covered gazebo on the hilltop, but it still meant camping out if we wanted to spend the night. This didn’t bother me. But when I showed my wife the very comfortable tree trunk in the woods, which I thought made for an exceptional open-air potty, she was not impressed. [xyz-ihs snippet="Holiday-Donate"] So, after a few years, I resumed the search. Lo and behold, I stumbled on another incredible place: 83 acres with great views, beautiful trees and half a mile of good creek. Though it was considerably farther…
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The Investing Life

MY PARENTS WERE financially comfortable but not rich. Some of their friends, though, were rich. The men always seemed to die before their wives, resulting in a few wealthy widows in my parents’ social circle. I recall glancing at the annual report of a company for which my dad had done some work. One of the widows was listed as a board member and her occupation was stated as “investor.” I asked my dad what that meant and he replied that it meant she had enough money that simply managing it was a part-time job. Through my working career, that intriguing idea stuck in my mind. I think I was forming an unconscious goal that, in retirement, I’d actually have a new job—as an “investor.” I’m retired now, and our net worth doesn’t come close to that of those wealthy widows I remember, and yet managing our financial affairs really does amount to a part-time job. We have investment accounts at Vanguard Group and Charles Schwab, including taxable accounts, Roth IRAs and a SIMPLE IRA from my working days. We also have accounts at Chase, our brick-and-mortar bank, as well as a handful of savings accounts and no-penalty certificates of deposit at various online banks. My wife and I each have a health savings account, with linked brokerage accounts at TD Ameritrade. Recently, we each opened a TreasuryDirect account and made our first Series I savings bond purchases. There’s an old Lincoln Financial variable annuity from back when I didn’t know any better. There’s also a modest trust from my long-deceased grandmother that still requires some attention and oversight. In addition, my old law-firm partner and I own a piece of investment real estate, which has always been complicated but which we hope we can finally sell in our lifetimes.…
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Fashion Statement

I'VE PREVIOUSLY written about the dramatic turn my life took when I went from carefree bachelor to husband and proud father of four. With multiple college educations looming, I drastically curtailed my spending, including on my professional wardrobe. Initially, instead of the Hickey Freeman suits in which I’d previously indulged, I was happy with the latest sale at Jos. A. Bank. But eventually, I dipped my toe in uncharted waters—buying clothes on eBay. This comes with risks. It’s difficult to judge how something fits until you try it on. A safer option is a men’s consignment store where you can try before you buy. But while women’s consignment stores are plentiful, men’s tend to be scarce and, when you do find one, the selection can be limited. By contrast, the selection on eBay is vast, and there are ways to mitigate the risk. First, many eBay clothes sellers offer returns, with the buyer only paying for shipping. Better still, some sellers pick up the shipping costs on returns. In addition, reputable eBay clothes sellers will offer not only extensive photos of their wares from every angle, but also the exact measurements. What if you’re buying a suit? That’ll require alterations, but so will a retail suit off the rack. Either way, you’ll be paying for tailoring. There are other ways to mitigate the risk. If there’s a particular brand and model of shoe that you’ve previously owned, you know that—if you find the same one in your size—you’ll probably be fine. I like boat shoes. One of the high-quality brands is Sperry. When my current pair is wearing out, I know that if I can find the same or similar model in an 8½, I’m likely going to have a great fit. I’ve had similar experiences with pricey Alden and…
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