Comments on: How to Solve Your Money Worries http://www.blisstree.com/widowsquest/how-to-solve-your-money-worries-6/ Redefine Yourself and Rediscover Life after a Loss Sun, 06 Dec 2009 20:32:19 -0500 http://wordpress.org/?v=2.8.4 hourly 1 By: FIRE Finance http://www.blisstree.com/widowsquest/how-to-solve-your-money-worries-6/comment-page-1/#comment-494 FIRE Finance Sun, 28 Oct 2007 10:20:52 +0000 http://www.widowsquest.com/how-to-solve-your-money-worries-6/#comment-494 <strong>Sunday Review #42 - Rent to be Rich, Assests ...</strong> FIRE Finance welcomes Sunday and the relaxation that comes with it. Today we proudly announce that we successfully hosted Festival of Frugality #96 over the week. It was a big festival and had some great posts on savings replete with humor. We won\'t... Sunday Review #42 – Rent to be Rich, Assests …

FIRE Finance welcomes Sunday and the relaxation that comes with it. Today we proudly announce that we successfully hosted Festival of Frugality #96 over the week. It was a big festival and had some great posts on savings replete with humor. We won\’t…

]]> By: Shari http://www.blisstree.com/widowsquest/how-to-solve-your-money-worries-6/comment-page-1/#comment-550 Shari Sat, 20 Oct 2007 03:50:04 +0000 http://www.widowsquest.com/how-to-solve-your-money-worries-6/#comment-550 There are people who act like fools when they hear that a widow has suddenly come into money wheter it's substantial or not so. I've heard advice from so many people and like you, I have one person whom I trust to help me. It's so important to find the right person or you can end up paying for it in the end. Besides I would rather give everything up and lkive on the street if it meant that my husband was still alive!! There are people who act like fools when they hear that a widow has suddenly come into money wheter it’s substantial or not so. I’ve heard advice from so many people and like you, I have one person whom I trust to help me. It’s so important to find the right person or you can end up paying for it in the end. Besides I would rather give everything up and lkive on the street if it meant that my husband was still alive!!

]]> By: www.topcreditcardsadvice.info » How to Solve Your Money Worries http://www.blisstree.com/widowsquest/how-to-solve-your-money-worries-6/comment-page-1/#comment-530 www.topcreditcardsadvice.info » How to Solve Your Money Worries Sat, 20 Oct 2007 02:48:38 +0000 http://www.widowsquest.com/how-to-solve-your-money-worries-6/#comment-530 [...] anna added an interesting post today on How to Solve Your Money WorriesHere’s a small readingRevolving consumer credit card debt continues to grow each month, finally breaking the $900 Billion dollar mark for the first time last June. The Federal Reserve reports that this year, Americans have piled on $39 Billion in new credit … [...] [...] anna added an interesting post today on How to Solve Your Money WorriesHere’s a small readingRevolving consumer credit card debt continues to grow each month, finally breaking the $900 Billion dollar mark for the first time last June. The Federal Reserve reports that this year, Americans have piled on $39 Billion in new credit … [...]

]]> By: FIRE Finance http://www.blisstree.com/widowsquest/how-to-solve-your-money-worries-6/comment-page-1/#comment-521 FIRE Finance Fri, 19 Oct 2007 19:03:52 +0000 http://www.widowsquest.com/how-to-solve-your-money-worries-6/#comment-521 Thanks for hosting this festival and including our post. Have a great weekend! Cheers, FIRE Finance Thanks for hosting this festival and including our post. Have a great weekend!
Cheers,
FIRE Finance

]]> By: Amie http://www.blisstree.com/widowsquest/how-to-solve-your-money-worries-6/comment-page-1/#comment-514 Amie Fri, 19 Oct 2007 14:58:38 +0000 http://www.widowsquest.com/how-to-solve-your-money-worries-6/#comment-514 Thanks for the links. When my husband died I was left with a large stock portfolio that I was just not interested in nor capable of managing. So my lawyers told me to interview financial advisors. With the help of some friends in the business I set up 5 interviews. My husband's good friend who is a savy investor sat with me at each of the interviews. I interviewed big firms, smaller firms, and a financial planner. My reaction to each was different than our friend's. What I found is that each talked down to me, like I was a stupid woman who was inheriting this and I needed their help to understand what to do. Well, it was my pleasure when I got to tell them that I have an MBA in Finance but not the interest or time to follow the market regularly. In essence, I hated them all. It wasn't just their condescending attitude but also each one made a comment about their kids and being a dad. Here I am a widow who lost her young husband suddenly and they are talking to me about being a dad????? Dopes, each and every one of them. They didn't understand my needs, it was all about wealth management. They were cocky and condescending and I hated them all. By talking to people and lawyers I found the perfect advisor for me. My husband knew her as well and they would often talk about his investment thoughts. This pleased me because I knew she understood his plan. Also, she is a single mom raising 4 kids, she understands me and my needs. If one of those men had said to me, "I know I don't understand your circumstances but I can help you make it better," I would have felt satisfied. Instead they came in with their boilerplate presentation and just sickened me. Amie Thanks for the links. When my husband died I was left with a large stock portfolio that I was just not interested in nor capable of managing. So my lawyers told me to interview financial advisors. With the help of some friends in the business I set up 5 interviews.

My husband’s good friend who is a savy investor sat with me at each of the interviews. I interviewed big firms, smaller firms, and a financial planner. My reaction to each was different than our friend’s. What I found is that each talked down to me, like I was a stupid woman who was inheriting this and I needed their help to understand what to do. Well, it was my pleasure when I got to tell them that I have an MBA in Finance but not the interest or time to follow the market regularly.

In essence, I hated them all. It wasn’t just their condescending attitude but also each one made a comment about their kids and being a dad. Here I am a widow who lost her young husband suddenly and they are talking to me about being a dad????? Dopes, each and every one of them. They didn’t understand my needs, it was all about wealth management. They were cocky and condescending and I hated them all.

By talking to people and lawyers I found the perfect advisor for me. My husband knew her as well and they would often talk about his investment thoughts. This pleased me because I knew she understood his plan. Also, she is a single mom raising 4 kids, she understands me and my needs. If one of those men had said to me, “I know I don’t understand your circumstances but I can help you make it better,” I would have felt satisfied. Instead they came in with their boilerplate presentation and just sickened me.

Amie

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