Recent content by FreeAtLast

There were many multi part forms and typewriters. A telephone on the desk. Clerks would type information on the forms and hand carry to,different departments during the day. Managers would make reports of what to manufacture or what to ship to a customer. There were expeditors that just chased...

I have been widowed 12 years. The first year is the hardest. Try to avoid making any big decisions if possible. Get out and see friends and meet new people. You can't rush the grieving process. Counceling is a good idea.

I check every few days, when I enter my bills into their billpayer system when they arrive in the US mail.

You can be thankful that he just cut the ties instead of pawning you off to some other F/A in the firm. My daughter just was turned over to a different F/A at the same institution. I had left a few years ago and relations were a bit shaken since then. She consequently transferred to Schwab...

I would get an attorney. Possibly some one made a mistake and those responsible need to be held accountable. You need to negotiate from a position of strength.

2012 bmw x1

Congrats!

It sounds like life in the blender and it is time to get out. Why stay when life could be better elsewhere. I would be concerned about your own health.

You should take the money and decide what to do with it at a later date. She wanted you to have it.

The furthest that I would go is to have lunch with the person find out what he wants from you. Take a day or two to think it over and get back to him with what compensation you would require. Hourly is probably the best. It is just a business transaction. I am still on my formers employer's...

Managers that could not deal,with bad news. Having to help auditors do their job just to get rid of them. Meetings that would drift off of the agenda Being on call every evening Spending Sunday evening getting back into work mode. Often having more than 1 boss. Having to work harder before and...

About a years worth of cash.

I have been semi retired for the past 8 years. there are years that I have not worked, other years that I work a few hours a week and a year that it felt like I as almost full time. My work has been for an employer that I previously had a full time job and I know their systems very well. I do...

Determine all the belongings that she values or uses on a daily basis and bring as many along as possible. Take pictures of the special possessions that can't go along such as a piano and put them in a scrapbook. Don't buy new thing right away unless necessary. My sister took my mom for some...

I would schedule meeting with more than one FA. there is nothing wrong with some competition. Perhaps a conference call with Vanguard if possible.