The Estate Attorney: “I need to know if there are any immediate changes you need to make to your will and any changes you want to make to your Revocable Living Trust? There were. “I also want to know who your beneficiaries were … any changes?” There was. “Who is the executor of your will … any changes with this?” There was. “How do you want to take care of your heirs in the event of your death?” Some changes here, too.
So, she was doing her job. Taking care of me, short term issues and long-term planning.
The Certified Financial Planner: “So, what does your immediate portfolio look like and how much are you able to fund your retirement? I told him. “I need to know your risk tolerance for investing, too.” Not too risky, please. “We will look at your long-term financial goals and I also want to know your life-style goals for retirement and create a plan to meet them.”
So, he was doing his job. Taking care of me, short term issues and long-term planning.
The Dentist: “I can fix that tooth on the top right for you today, get your teeth cleaned and you’ll be good to go.” “Your insurance still with Delta?” “God, see you in 6 months.”
Are you struck by a new thought? I was.