January 20, 2020, 10:55:32 am

News:

WELCOME HOME TO S&F!!
We're glad you found us and now we hope all of our members will do the same--find us!  Please pass the word around by email, Facebook, etc.
Re-register and then go to INTRODUCE YOURSELF HERE


Welcome to Seniors & Friends. Please login or sign up.

January 20, 2020, 10:55:32 am

Login with username, password and session length

Money Matters

Started by jane, March 30, 2016, 11:37:08 am

Previous topic - Next topic

maryz

jane, John handled all our investment stuff and I knew nothing about it.  After he died, I got all the investments from various things gathered and put with an Ameriprise financial advisor.  Several of my widowed friends from swimming had their portfolios with her and were very happy.  I had no hesitation about setting up an account with her office.  I pay her an annual fee and then I have two in-person meetings a year with her and another adviser to go over various investments.  Plus I get a monthly statement.  Over the four years I have been with the office, I have been receiving an amount deposited in my checking account each month, and withdrawn larger amounts for various unusual expenses, and the account now has more money in it than it did originally.  I am VERY happy with their care (and I do feel it's very personal).  Also my widowed daughter is planning to move her assets to the office after the first of the year. Just my experience - since it's been a very good one.
"When someone you love dies, you never quite get over it.  You just learn how to go on without them. But always keep them safely tucked in your heart."

RAMMEL

I got a call last week about my Grandson.  Seems he got a bit tipsy in town and got arrested  :'(   I played with this for a bit till the caller got mad and hung up.  Seems the fact that I don't have a Grandson didn't fit the situation  :2funny:
"What good fortune for governments that the people do not think."

          THIMK

Mary Ann

My sister-in-law bit on the phone call about her grandson (she does have a grandson) being stranded in Chicago and needed $1800.  She withdrew the money from the bank, then went to a local supermarket to send the money.  The clerk convinced her that the call was bogus so she did not send the money.  Afterward, she got to thinking about several things that should have tipped her off.  She put the money back in the bank.  I just hope that I don't get so absent-minded that I would fall for one of those calls. 

One thing I did years ago was get Caller ID and if I don't recognize the number or name, I don't answer the phone.  It costs me $10 a month and is well worth the money. 

Mary Ann