Refreshed Daphne's Old Bedroom for Alicia
10 years ago
Showing posts with label financial planners. Show all posts
Showing posts with label financial planners. Show all posts
Tuesday, February 06, 2007
More Money Talk
Went back to the financial planners today. Topic of discussion was Variable Universal Life Insurance. Anyone know anything about it or have any personal experience?
Sunday, February 04, 2007
No Es Bueno
We went to see our financial guys last Tuesday. They wasted two hours of our time trying to sell us insurance. I called them out on the kickbacks they would be getting out of the deal. For one plan, they got every penny of the first year's premiums (which totalled about a $1,000), plus a percentage of the premiums thereafter for the life of the plan. Oh, and they gave our phone numbers to insurance agents, who have been calling us at work all week without our permission.
This wasn't at all what we thought it was going to be. They had promised us a personalized review of our current plans and investments and custom-tailored advice to fit our needs. But last Tuesday's meeting showed they hadn't done a minute's worth of work on our case, and that they were just giving us the same schpiel (sp?) they give everyone else, and that they were in it to make themselves money, not us.
We have another appointment on Tuesday. We are giving them one more shot to get to the good stuff and impress us, but the reality is we'll probably be disappointed and end up firing them.
This wasn't at all what we thought it was going to be. They had promised us a personalized review of our current plans and investments and custom-tailored advice to fit our needs. But last Tuesday's meeting showed they hadn't done a minute's worth of work on our case, and that they were just giving us the same schpiel (sp?) they give everyone else, and that they were in it to make themselves money, not us.
We have another appointment on Tuesday. We are giving them one more shot to get to the good stuff and impress us, but the reality is we'll probably be disappointed and end up firing them.
Sunday, January 28, 2007
State of the Cladeedah
Yeah yeah, I know all the pretentious bloggers out there talk trash about these kinds of posts, but so what. If you haven't noticed, this blog is not general interest. It's about me. So State of the Cladeedah posts are part of the deal. This one's for Allison, who complains that I don't blog enough.
Last Tuesday we met with our financial planner. It was the meeting where we told him how we spend our money. He laughed at us. I think it was somewhere between the $100 a month for action figures and the $5,000 we spent last year on the cat's medical bills when he finally lost it. I'm not mad. I know we are bad. It was just embarassing to have to say it out loud.
Thursday I went to a funeral. I hate funerals. It was my boss'. He had cancer. Not a whole lot to say about it.
Friday we went out and saw Babel. We took my 12-year-old nephew. As a joke, when we bought the tickets, we asked for 3 tickets for "Babar." You know, the elephant cartoon? The ticket guys looked at my nephew and asked whether I knew that it was rated R. We said yes, got the tickets and went in. Holy crap, they weren't messing around with that R-rating though, were they? The movie was alright. I don't think it's the best picture of 2006. Not as good as others I've seen, for sure. But decent.
Saturday I got my hair dyed again. It's pretty red right now. Hopefully it will fade a little bit.
The rest of the weekend we just spent with family. Oh, and I finally saw Snakes on a Plane today. It was easily the worst movie I've ever seen. It had no creative merit at all whatsoever. You could probably guess that. But just in case you had any doubts.
Last Tuesday we met with our financial planner. It was the meeting where we told him how we spend our money. He laughed at us. I think it was somewhere between the $100 a month for action figures and the $5,000 we spent last year on the cat's medical bills when he finally lost it. I'm not mad. I know we are bad. It was just embarassing to have to say it out loud.
Thursday I went to a funeral. I hate funerals. It was my boss'. He had cancer. Not a whole lot to say about it.
Friday we went out and saw Babel. We took my 12-year-old nephew. As a joke, when we bought the tickets, we asked for 3 tickets for "Babar." You know, the elephant cartoon? The ticket guys looked at my nephew and asked whether I knew that it was rated R. We said yes, got the tickets and went in. Holy crap, they weren't messing around with that R-rating though, were they? The movie was alright. I don't think it's the best picture of 2006. Not as good as others I've seen, for sure. But decent.
Saturday I got my hair dyed again. It's pretty red right now. Hopefully it will fade a little bit.
The rest of the weekend we just spent with family. Oh, and I finally saw Snakes on a Plane today. It was easily the worst movie I've ever seen. It had no creative merit at all whatsoever. You could probably guess that. But just in case you had any doubts.
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