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I almost hate to say this, and I am NOT trying to be pushy, or self-righteous, or to be one of those “if I can do it anyone can” idiots – but this is something that will help you in the long run. Especially if the IRS ever has ANY REASON AT ALL to look in your direction. The more you know about your own finances, the less chance that you’ll end up like my brother, who was basically in trouble with the government all his adult life.
Also, these things sometimes change policies radically, and the only way you’ll know is by reading the damn statement. I lost a retirement fund – THE WHOLE BLESSED THING – because they converted it all into company stock (because I didn’t tell them NOT to), and then the company went under.
No, I’m not paranoid about corporate fund stuff, why do you ask?
katina.cooper over 6 years ago
Just lie about it if it happens within the next 100 years.
sew-so over 6 years ago
I almost hate to say this, and I am NOT trying to be pushy, or self-righteous, or to be one of those “if I can do it anyone can” idiots – but this is something that will help you in the long run. Especially if the IRS ever has ANY REASON AT ALL to look in your direction. The more you know about your own finances, the less chance that you’ll end up like my brother, who was basically in trouble with the government all his adult life.
Also, these things sometimes change policies radically, and the only way you’ll know is by reading the damn statement. I lost a retirement fund – THE WHOLE BLESSED THING – because they converted it all into company stock (because I didn’t tell them NOT to), and then the company went under.
No, I’m not paranoid about corporate fund stuff, why do you ask?
saxie5 over 6 years ago
Amanda, tell Dan that is what Google is for! (But in all seriousness, it is a good idea to know about your finances
Chris Sherlock over 6 years ago
I would have handled that situation exactly the way you did.
cathyjeanlaw Premium Member over 6 years ago
if you still have checks then you have money, right??!