Estate Planning


I had a 3 hour visit from my new financial adviser today. I ended the meeting with the biggest migraine ever known to man. We got through the life insurance, college planning, current asset allocation and estate plans pretty easily. But then we moved onto the topic of short term and long term investments.


That’s all I have to say.


To say I should have been paying attention to such matters all along is an understatement – – and now I feel I have decades of information to catch up on.

It hurt my brain.

That’s all I have to say.

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20 thoughts on “Estate Planning”

  1. We are going through the same thing and I could not agree more. After about a half hour, my head is going thud, thud, thud. It’s overwhelming.

  2. 😯 *sees that Astroknight is alive and well* Maybe I should get one of them will thingys since Astroknight popped out, scared me and nearly gave me a heart attack!

  3. Well, you’re lucky you said hi over here, otherwise you would have been fending off an email from me asking you if you’re okay. 😉 How’s astrobaby?

  4. Are you serious? Does he still have that concentrated look that says “I will do this no matter if I have to learn to tie bombwires together to do so?”

  5. Yep, same look. I got it many times tonight when he was refusing to sit on his butt in the bathtub! [:)]

    Lisa, at your age you might do better looking for the colored hairs! 😈

  6. Pingback: Investors - Rebate Reps Blog

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