May. 8th, 2009

sabrinamari: (Flowering Sabrina)
1. Paying attention is a basic step in making friends with Element Money. Today, I experienced a prime example of this principle.

Late this afternoon I did some quick online and telephone research, digging up the current status of an old retirement account established in 1997, when I knew NOTHING about investing. It was opened and quickly forgotten. The last time I checked, there was a bit over $300 in that account.

Today, it holds almost $3000.00. Thank goodness I finally dug through all the red tape necessary to regain access to it!
Read more... )
2. Today I got an invitation to a free 'dinner seminar' at a nice restaurant here in town. Merrill Lynch has invited an unknown group of potential future customers to a lecture on investing lump sum distributions.

This is a wonderful thing. It suggests that I have come quite far in my home-based investment and personal finance studies. Merrill Lynch is using some kind of screen to try and figure out how to reach potential new customers, and I have stumbled into their catchment area.

I've gone from somebody who could barely spell 'portfolio' to a potentially exploitable customer.

Go me! In only a few short years I've moved from broke and insignificant to monied, perhaps gullible and even possibly credulous. Woo-hoo!

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