anyone who knows me well knows that i tend to enjoy life by the seat of my pants. i don't take very many things seriously. i always think good things are going to happen. when i get financial statements in the mail, i don't really read them. i just assume that the investor people are doing a nice job.
good thing i have a husband who doesn't quite operate that way.
he does read those statements, and today he caught a pretty large error in one of mine. my first thought "hmm. bummer. the market must have really crashed." then he made me call the number, where i was put on hold and then hung up on before i got a human (could be the reason i just rolled it all over to a new firm). after a long conversation with a man named andrew i found out that the people in charge of my IRA "forgot" to transfer a bunch of money from my old investment firm to a new one.
without the husband, i would have just let that money go, with a shrug and a "bummer."
just goes to show, we marry these opposites for a reason. and sometimes, it has nothing to do with driving each other crazy :)
on another note, you might want to start reading those statements...this is for no one in particular. ahem.
6 Comments:
crap.
i hope i didn't lose my shirt too :) cause you KNOW i'm not calling a 1 800 number!!!
12:55 PM
Oh...you are supposed to read those?
I have a nice box full of all my bank statements and my investment statements that have never been opened. Am I in trouble?
6:29 AM
The statements are one thing, the terrible on hold music is another, the awful customer service is the kicker. Maybe that's why people pay the big bucks to hire financial planner people,huh?
6:46 AM
Heh heh. I totally would have done the same thing. Maybe it's because we're focused on the practical side of life. You know, like feeding people and making sure they're wearing clean underwear. We don't have time for reading no stinking statements.
7:41 AM
hee hee. the husband would shutter at these responses, but at least i feel like i have some kindred spirits out there.
maybe we make a pact to open every third one...
8:19 AM
You mean banks still send statements? Yes my lack of finanical and money savvy beside spending it causes hubbly to usually take his glasses off and pinch his nose-not usually an expression of love
4:39 PM
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