Got into the broker this week and got a new account setup for myself and thy did their magic to get the “big” estate account split for us. Frankly, I was kind of dreading it - among other things, I just envisioned mountains of paperwork to get this accomplished. Well, our broker rocks - got there, all the various and sundry pieces of paper were already filled out and ready to go, so we ended up sitting around shooting the shit for a while and I signed 3 pieces of paper and it was all done. They’re doing the split electronically, my new account is up and running (saw it online today) and the funds should be moved either today or Monday. Finally, something went easily!
Back in the day Dan (our broker) & my Dad worked together, and back then he was just a broker like everyone else there. Looking at his business card, I discover his title is now now Senior Vice President - Wealth Management. Oh my. Which may explain the ever so slightly confused look on the receptionists face yesterday when my brother & I show up in our usual uniforms of blue jeans & work boots (woulda been Tevas if it was summer) saying, “Hey, we’re here to see Dan!” There is nothing about us (including our bank accounts) that says, “these people need wealth management, and the attention of the SVP in particular.” It really is all about who you know, I suppose. :)
The annuity people are now putting a rush on the last 3 contracts since there is no reason they shouldn’t have been processed by now. Granted, it’s not the end of the world that they apparently got stuck in a bit of limbo, but I just want to get those crossed off the list.
It’s also been an existentially angsty week - which is incredibly annoying, cause I really should be over that given my age & stage. Lots of “Why am I here and what should I be doing?” questions and annoyances. It’s mildly frustrating to have some of the places you want to be in life dependent on time and other people, and well, I’m running out of time and the right people can be hard to come by sometimes, so sometimes you need to set some ideas aside. Ah well.
Not all bad, as a 10 year plan has emerged from the fog of questioning - I’m just going to take over the world. Let me know what job you’d like. (Please keep in mind some spots have already been filled, so do have a second choice at the ready.)
