flexagon: (Default)
flexagon ([personal profile] flexagon) wrote 2007-12-12 05:53 pm (UTC)

Flea is my financial advisor -- I don't let him mess with my personal budgeting, aside from double-checking with him that I'm saving enough, but he's great for "What mix of funds should I have in my 401(k), based on Zillian offering these 20 specific ones? Great. Go rebalance my IRA, won't you? Good flea."

Besides keeping an eye on retirement funds, he also takes a chunk from my checking account each month and applies them to my mid-term savings.

I like him because he gets my $ philosophy and does the boring stuff for me, and he likes me because he doesn't worry much about me. :)

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