Cube Rethink


I have just recently moved to another cube and everything seems different. I feel disoriented physically and have to try to get a new feel for the space. The funny thing is all my usual routine of IM-ing coworkers, emailing, debugging, designing, etc...are all tied to the physical space even though most of what I do is through bits and bytes. In other words my virtual space is tied to my physical space. However it's safe to say that adapting to this new space will be easier as my cube-mate is in the same team and won't go through bouts of anger management issues.

On to another matter. I have been thinking about personal finance recently. I would like to do a simple survey and it would be great if you could answer some of these questions by commenting here.

Do you use personal finance softwares such as Quicken or MS Money?
Would you be interested in learning more about retirement planning, saving for your kids college tuiton, life insurance, budgeting, tax, investments, etc?
Would you like to have a personal certified financial advisor analyse your retirement goals and provide a personalized reports/statements for you?
Would you use this service online if the tradeoff between doing it yourself and having a web-based software and CFA do it for you is very close?
Lastly what would you pay for such a service?

Thanks and have a good day!

7 Comments

Anonymous said:

i like to hide my money under the mattress

sands said:

I bet Resno is sad u moved cubes. poor Resno..

mikeee said:

with some investment returns and stocks hiding your money under the mattress isn't a bad idea.

SANDS: haha. he asked me where I am moving to this morning and I downplay my enthusiasm when I answered him

Arvin said:

Silvia and I have a financial advisor from Ameriprise. We're starting to be more financially responsible but are still not totally there.

mikeee said:

ARV: How do you like Ameriprise? It is amazing how little our generation knows about financial planning. The great thing is that it is never too late to start!

Andrew said:

Too many questions!!!
hehe. i'll just answer generally...
i'd like to learn more about investments, but no necessarily take a class.
i'd like to have someone manage my money/investments for me, if it's cheap... only problem is i'm not sure what cheap is... or haven't come to a conclusion of what cheap is.
i don't use any software... since I'm not disciplined to maintain it.
software online might be good for me, but i'd still like to be able to talk to someone for advise.

mikeee said:

ANDREW: Hey you! That seems to be the general consensus--that people rather talk to someone than trust a web-based service to provide advice. As you know my older brother Kevin is an indie financial advisor for Ameriprise and he's thinking of some business idea. Just thought I asked all these questions...sorrie!

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This page contains a single entry by _mikeee published on April 20, 2006 11:43 AM.

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