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[personal profile] rmd
so, i've been pondering my finances lately.

as usual, i'm thinking that i should be saving more money. then again, i suspect that if i could retire this moment i'd still be thinking "man, i should be saving more money. what if..."

i'm thinking about talking to some kind of financial planning type, but haven't done anything about it yet.


[Poll #743154]

if you're local to me and have a financial planner you like, feel free to share the name. i have an irrational aversion to most "hey, talk to our financial planners" offers from amex et al since i pessimistically assume they're going to act in a way that maximizes their happiness in terms of "meeting boiler room quotas" and less to maximize my happiness in terms of "making me a lot of money".



thanks!

Date: 2006-06-06 08:45 pm (UTC)
From: [identity profile] lyonesse.livejournal.com
i really like my financial planner, whose name is emmanuel gilmore. that said, he has moved to chicago and it might be kind of annoying to hook up with him as a new client right now. but he has a pal who's an old lady with a doctorate in mathematics who works in charlestown (they both work for ameriprise-formerly-amex, but they're actually friends) who he recommends for folks who don't want to deal with starting up with somebody remotely. if you want contact info for one or both drop me a line.

(btw, when i said i could retire now....i'm not independently wealthy, but i could be independently comfortably frugal, esp. if i rented out my entire house and lived somewhere cheaper myself. i think a lot about this, having a bit of an obsessive need to plan for getting the hell outta dodge.)

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