Alison in PRINT
Classless kiss off by adviser creates anxiety...
Toronto Star - January 7, 2010
Q: My husband and I just got notice that our adviser of 22 years is transferring our accounts to a new man in his office. We are both about to retire and devastated that we didn’t even get a phone call. We are thinking about moving our money but we have had many stressful issues with our families and don’t want to deal with this but I feel we should do something...
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Alison's Money Rule:
Start the New Year off by reforming your gift buying excesses with the help of the R mantra -- Regift.