We are definitely in progress to getting things in order. And have been doing our due diligence and research. Remember my list of things to do? Here's what we have accomplished this week:
- Cleaned all of the windows! It wasn't pleasant, but it's done. :)
- Met with financial planners to discuss our options and their recommendations for us. We have not signed any paper work and not sure if we will any time in the near future, but it's nice to sit down and talk finances with a professional. I came away feeling more knowledgeable and closer to making a decision about the changes needed to our portfolio. These are all free introductory sessions where they go over your current standing and discuss their services. But after talking with Hubby's buddy, we are leaning toward managing our portfolio ourselves. And we are totally excited about it.
- I changed my name! Yes, I finally made my way to the social security office. A few days later I went to the DMV and paid for my new license I've gotten my new SS card in the mail already and waiting on my license.
I didn't get everything done, but the week isn't over yet. I still have the weekend. Still have to make that goodwill drop.