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Home > Financal Advisors........Pro or Con??

Financal Advisors........Pro or Con??

May 31st, 2006 at 02:41 am

I jumped right back to work this AM after leaving my moms........had 3 days there, getting waited on and spending almost nothing.

Picked up a freecycle item.........free chicken wire for the on going coop project here...then, got a MUCH needed hair cut from my sewing customer. She has referred my name & number to more people over this holiday week end too....yeah. And, she does a fine haircut too!

Then, I was close to the bank & thought I would swing in & make a deposit and see if I could check with their financial advisors to get a better deal on some money I have in their platinum savings account. I know it isn't in the wisest place, but I rarely have time with no kids.........so this was my first oportunity. Listened to some info, took a self evaluation thing to see where I fall on the risk assesment....(Very risky, I am!) I knew that from the last time someone walked me through those same questions. Anyway, bottom line, the person I needed to speak to only works Wed, Thurs & Fri.........in the afternoons. Of course. So, that means I can't get anything different done with this money until July, unless something odd happens to my schedule.

I didn't have to do anything to get the interest rate increased on the accounts I do have. The bank person just changed those, said I qualified for a special deal due to the number of accounts & $$. Wonder how long I was missing out on that??

I will meet with the person when schedules permit, but I'm just not all that comfortable with someone else telling me what to do with my money. Mom & I talked about putting our accounts together & having a bigger sum, wondering if that would be any help?? Just thinking and wondering at this stage, but both of us feel we're not in the right place with these little pots of money.

Mom's going to a finance seminar for women this coming week, I can't go, so I told her to take great notes & we would look at them together next chance we got.

Did some work getting an apartment of moms cleared out........now ready to get new toilet set, carpets cleaned and then a day with my Oh So Great Housecleaner!! She will be ready to rent the apt then........for more money than she ever has too. Way to go Mom! She is also going to rent the garage seperately I think, as I've been sending her Craigs list postings, & she has seen how dear garage space is around her area....she could ask lots more than just offering it as a bonus to the tenant......for nothing.

It will feel good to sleep in my own bed, but I'll get a rude awakening tomorrow AM when I'm back to cooking here!

1 Responses to “Financal Advisors........Pro or Con??”

  1. Tim MMF Says:
    1149046148

    Hope you share some of the info your mom gets at the conference. Hey, I like the blog statistics you have in the sidebar. Are those updated automatically or do you do that manually? Is it a plugin? Take it easy.

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