Saturday, June 13, 2020

Cheers

Here is the last gift I will receive from my previous Fee-Based Financial Planner. We were sent an email asking what kind of wine we wanted, White, Red, or Bubbly.  I picked bubbly. We were also asked to join in on a zoom type meeting. Obviously, that's not going to happen.

  They were always big on inviting their clients to "events".  This included expensive dinners so they could talk about what they are doing for "us". 

They also use to send Christmas gifts which were usually fancy cookies.  That changed in the last couple of years, now they send a card thanking us for donating to whatever cause they picked for the year. 

It will be interesting to see how the change to a fiduciary planner will play out.


It is early, early, early, Saturday morning and I am up because my shoulder is throbbing.  I took some Advil, had some coffee, and am using an icepack to quell the pain.  I must have slept wrong or something.  I am hoping to get the pain under control and either go back to bed or at least take a nap today. 

I have stuff to do today and it's all the usual stuff.  Laundry, pack up eBay stuff, list eBay stuff, but first I am going to try to get some more sleep.

Have a great Saturday!



1 comment:

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