Retirement's 3 Most Urgent Questions Retirement's 3 Most Urgent Questions - Talk of The Villages Florida

Retirement's 3 Most Urgent Questions

Closed Thread
Thread Tools
  #1  
Old 10-27-2011, 01:38 PM
2BNTV's Avatar
2BNTV 2BNTV is offline
Sage
Join Date: Mar 2010
Posts: 10,711
Thanks: 1
Thanked 134 Times in 61 Posts
Default Retirement's 3 Most Urgent Questions

I posted this in the "Just for Fun" section as it tickled my funny bone.

An article in AARP by Kathy M. Fristof started with........

At the peak of the 2008 market meltdow, Mark Wilson go one of those call every financial planner dreads. On the line was a sobbing 65 year old retiree, begging him to sell all her investments,stocks, bonds, everything. She was convinced she was going to lose her retirement savings and wind up destitute.

Wilson, a VP at a financial planning firm in Newport Beach, CA, always tried to reassure his client things would get better. But the truth was, he really didn't know. Still he told women that selling everything would be a hugh mistake and he wouldn't help her. If she wanted to be foolish, she have to go it alone.

They argued and when Wilson hung-up, his secretary dashed into his office, "oh my GOD - that was horrible", she said.

You don't know the half of it, he replied.

"That was my mother".
__________________
"It doesn't cost "nuttin", to be nice". MOM

I just want to do the right thing! Uncle Joe, (my hero).

Last edited by 2BNTV; 10-27-2011 at 02:31 PM. Reason: Additional comment
Closed Thread


You are viewing a new design of the TOTV site. Click here to revert to the old version.

All times are GMT -5. The time now is 07:11 PM.