tag:blogger.com,1999:blog-2764389163852345785.post8120588680911555341..comments2023-09-29T16:16:55.425-07:00Comments on The Awkward Widow (2024 Reboot): FINANCIAL PLANNING for THE AWKWARD WIDOWThe Awkward Widowhttp://www.blogger.com/profile/03729456066739275695noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-2764389163852345785.post-90305189697924331322019-01-28T12:53:18.579-08:002019-01-28T12:53:18.579-08:00Go with your gut!!!!! Tell him not to ask about 4...Go with your gut!!!!! Tell him not to ask about 401(k) again or you’re ending things. Start looking and interviewing. Unless he is increasing your $$$ beyond your wildest dreams, move forward. You both will feel so much better!The Awkward Widowhttps://www.blogger.com/profile/03729456066739275695noreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-17142070704139817292019-01-28T12:43:11.142-08:002019-01-28T12:43:11.142-08:00Good grief! I can't tell you how this post hit...Good grief! I can't tell you how this post hits home for me today. We are not loving the financial guy we chose about a year ago - recommended by a friend. We gave him some cash we wanted to invest. All he can think about is getting his hands on our 401K. He can't stop asking about it. We're looking for someone else. I hope Ms. J works well with you.BBhttp://whatshesthinking1.wordpress.comnoreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-16330540186864837782019-01-25T17:59:02.989-08:002019-01-25T17:59:02.989-08:00No missing money. I check my statements every wee...No missing money. I check my statements every week! Credit cards, Schwab and checking. Thank goodness!The Awkward Widowhttps://www.blogger.com/profile/03729456066739275695noreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-12771138431848346042019-01-24T18:16:47.523-08:002019-01-24T18:16:47.523-08:00I hope he hasn't absconded with some of your $...I hope he hasn't absconded with some of your $$$$.A little off the top every quarter. Would you notice?Judyhttps://www.blogger.com/profile/03399435237919718544noreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-4592644562226343582019-01-24T09:49:54.304-08:002019-01-24T09:49:54.304-08:00After I made the decision to fire him and when I f...After I made the decision to fire him and when I found a BETTER consultant ... I did send an email to the head of the consultants. I got a very nice note back. I also suggested that someone higher up should contact clients once a year to keep a finger on the pulse of their business. They may have gotten info on him BEFORE it got so bad ...The Awkward Widowhttps://www.blogger.com/profile/03729456066739275695noreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-8622329218424872882019-01-24T09:46:48.346-08:002019-01-24T09:46:48.346-08:00UGH is right. I felt very intimidated ... but I b...UGH is right. I felt very intimidated ... but I bucked up (for a change) and had the final meeting. UGH UGH UGHThe Awkward Widowhttps://www.blogger.com/profile/03729456066739275695noreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-84233975351632800902019-01-24T09:41:23.793-08:002019-01-24T09:41:23.793-08:00The company is VERY highly rated. Just lucky me g...The company is VERY highly rated. Just lucky me got the ding dong. A friend of ours IS a financial planner .... and they never have money and their kids had to earn a scholarship to go to college. We always had to tell him we couldn't work with friends.<br /><br />Just like any recommendation .... very subjective.The Awkward Widowhttps://www.blogger.com/profile/03729456066739275695noreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-3494799185346829372019-01-24T09:05:08.306-08:002019-01-24T09:05:08.306-08:00OMG is right! Aside from his lack of cooperation,...OMG is right! Aside from his lack of cooperation, I hope you reported his actions to someone higher up. This man should not be in business!!<br />Kathleenhttps://www.blogger.com/profile/02176793604414392644noreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-85235828559525576522019-01-24T08:24:36.428-08:002019-01-24T08:24:36.428-08:00Ugh! What a nightmare! I'm glad you left Mr. &...Ugh! What a nightmare! I'm glad you left Mr. "X" as financial manager and didn't let him intimidate you.Suemnhttps://www.blogger.com/profile/02578527883445802034noreply@blogger.comtag:blogger.com,1999:blog-2764389163852345785.post-43670711401237201832019-01-24T06:23:32.154-08:002019-01-24T06:23:32.154-08:00Oh my God! This is a perfect example of why I keep...Oh my God! This is a perfect example of why I keep dragging my feet to find a financial adviser! I know I should have one but finding one to trust is a nightmare. A friend of mine had a similar experience with someone who a friend recommended to her. Misadventures of Widowhoodhttps://www.blogger.com/profile/17262709452281226620noreply@blogger.com