General Discussion

I knew she named me as a beneficiary, and the estate will be settled in the spring. Her sister and I are also friends, and she's updating me about the progress, according to the lawyer handling the estate. My friend and her sister were/are very satisfied with her financial advisor and he has suggested I get in touch.

I have an IRA with our insurance co. and they have managed our resources very ably. I don't know if we just had an extremely canny agent, or it her advice was part of their financial advising service. She has retired. The new agent called or wrote to introduce himself, but there was nothing that needed updated, so I don't know him very well.

We're still processing my friend's untimely death, so I'm glad there is time to prepare. I bookmarked this post. Thank you.