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| Mon, 02-08-2010 - 10:06pm |
Recently I had received my investment report for last year. When I looked at it I thought that it said that I did not make any interest money although I have a pretty tidy sum of money.
So, I made an appointment with a financial advisor. Turns out, I read the statement wrong, and I earned quite a bit in interest. She stated that I have the money invested appropriately for our circumstance.
As well, we made an appointment to meet to do some retirement planning. My DH is not thrilled with the idea, but he realizes it is what is necessary. When I mentioned it today his reply was "I hate money". Hopefully we are told that we are on track with our retirement plans, and we will not be forced to tweak our budget to find more money to invest.
I feel that by doing this, we are moving ahead with our finances. We will also talk to her about options for investments for the kids for post secondary education.


Good for you!
I have to go over my investments. To be honest though, I don't pay much attention to them *blush*. My dad is my financial advisor and he just tells me what I'm doing and why and I sign any papers. Lol. He and I don't see eye to eye on, well anything really, but I will admit he is darn good at what he does. And if I wasn't his
Bex -
I am new to this whole investing thing as well. It was not such a big worry when I had all my money invested in debt LOL! One step at a time.