I had a 3 hour visit from my new financial adviser today. I ended the meeting with the biggest migraine ever known to man. We got through the life insurance, college planning, current asset allocation and estate plans pretty easily. But then we moved onto the topic of short term and long term investments.
Oy!
That’s all I have to say.
Oy!
To say I should have been paying attention to such matters all along is an understatement - - and now I feel I have decades of information to catch up on.
It hurt my brain.
That’s all I have to say.
I...
8:20 am on March 23rd, 2005
We are going through the same thing and I could not agree more. After about a half hour, my head is going thud, thud, thud. It’s overwhelming.
~L.
8:30 am on March 23rd, 2005
It’s painful, to be sure!
8:30 am on March 23rd, 2005
It will become second nature to you in no time. Kudos to both of you for being proactive rather than reactive.
12:00 pm on March 23rd, 2005
I did that, oh, 2 decades ago. I guess I’m a little older than you.
It’s worth it in the long run though.
1:48 pm on March 23rd, 2005
Oh crap … do not say those words to me. Ugh.
1:53 pm on March 23rd, 2005
I am very proud of you!
3:28 pm on March 23rd, 2005
Thank you
You’ve nagged me about it enough over the years . . I figured maybe I’d listen to ya once 
3:47 pm on March 23rd, 2005
Jeanette - LONG RUN.
Or did you mean
Estate planning????
12:24 am on March 24th, 2005
7:42 am on March 24th, 2005
Yep, still alive, just busybusybusybusybusy!
11:45 am on March 24th, 2005
Well, you’re lucky you said hi over here, otherwise you would have been fending off an email from me asking you if you’re okay.
How’s astrobaby?
3:08 pm on March 24th, 2005
astromite’s almost to the point of running, which keeps the rest of us running.
3:34 pm on March 24th, 2005
Are you serious? Does he still have that concentrated look that says “I will do this no matter if I have to learn to tie bombwires together to do so?”
3:44 pm on March 24th, 2005
Astro! You’re kidding???
*sniff* I remember him when he was just an ultrasound!!
*checks for more grey hairs*
5:58 pm on March 25th, 2005
Hey… what a cool Blog you got!! Great design…
Dancing With Tears In My Eyes
Matthias
10:26 pm on March 25th, 2005
Yep, same look. I got it many times tonight when he was refusing to sit on his butt in the bathtub! [
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Lisa, at your age you might do better looking for the colored hairs!
12:16 am on March 26th, 2005
Astro - - you’re SO sweet!
10:20 pm on March 26th, 2005
Sorry, couldn’t resist! Okay, I didn’t try resisting that hard, but I still couldn’t resist!
10:40 am on February 16th, 2006
Good financial planning is a very important subject and can save you a lot of money in the long run.
11:03 pm on June 8th, 2006
[...] So, not too long ago - I wrote about some estate planning that I’ve embarked upon. My adviser is coming back next week to finalize the plans and I’ll be on my way to … something. [...]