djsander
Recycles dryer sheets
Had a phone call with a Fido advisor. We discussed a lot of things and it was really good as made the wife understand a lot more than she did before the call. He just barely touched on AUM and said wasn’t what we needed and would be more costly. Slightly surprised. The only annuities he discussed were the ones to hold for 3-10 years (MYGA?) so not a real sales pitch for anything. Asked about Turbo Tax and he said he didn’t even know about it. I told him he’ll probably go ask the boss after the call and he said yep. He wants to get in on it. I’m good with buying it from Amazon between Christmas and New Years.