I had my visit with Len tonight after work.
I may have to talk to his assistant. She is great, but she only scheduled an hour and a half.
Len is my "Financial Advisor." He advises me on what to do with my money. I don't have much and he is kind enough to want to see me four times a year to discuss the money I don't have. It must be my shy personality. I really think he just has a thing for me and uses these meetings as an excuse. Tee Hee.
I really like him and look forward to meeting with him on a quarterly basis. We spend some time catching up on family, talk about our respective, bright bundles of joy, and then get down to the basics of where we are and where we need to be.
Tonight, he kept coming back to the subject of wills, living trusts, and long term care.
Didn't he see the red hair? I am 35 again and don't need to think about that stuff for awhile.
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1 comment:
Ha! I agree with your theory but I have to do that stuff, too. And like you I keep thinking I'm young.
PS - I'm getting my driver's license renewed today. I'll be thinking of you!
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