Let me start by saying thank you.
I received several emails and even had a phone conversation with a couple of you in response to last week’s article.
Overall, the response to “collaborative retirement scenario management” was positive, though some of you pointed out that it’s quite a mouthful.
So after giving it more thought, and based on your collective feedback, I’m adjusting it to “collaborative retirement management.” Thanks in particular to A. Tyler for her suggestion on this.
I think “collaborative” is more important than “scenario” in this context, and I can certainly elaborate on the concept of scenarios if and when the conversation calls for it.
Also, it’s a happy coincidence that the acronym for collaborative retirement management is “CRM.” As you may well be aware, this is a widely used acronym for client relationship management. And that’s also a big part — perhaps the biggest part — of what I do.
So there you have it.
Next time it comes up, in addition to telling your friends, family & coworkers that I’m funny and good-looking, you can also tell them I deliver collaborative retirement management. 😉
Again, thank you for all the feedback and suggestions.
And on the topic of my being thankful, how is it almost Thanksgiving?
Do you have any plans, big or small, for turkey day this year?
Get in touch and let me know.
For us, it should be . . . a little crazy. But in a good way.
Elizabeth’s Dad is flying up from Florida and will be here by the time you read this.
A couple of days later, her older sister is flying in from southern California with her 5 boys.
Yep, you read that right. FIVE boys.
One is at UCLA, the next oldest is at Ole Miss, and the other 3, including the youngest two who are twins, are still at home.
My Dad and Step-Mom live up in Cumming, GA. My 2 younger brothers are up there in Forsyth county as well.
My Mom lives up near Rome, GA.
Elizabeth’s Mom lives up in Acworth. And she has an Aunt and Uncle that are up there in Woodstock.
Elizabeth’s oldest sister lives in Marietta with her husband. And they have 2 boys, once who is a recent Auburn Grad (WAR EAGLE!) and working in Atlanta. Their younger son is a student at Samford.
I imagine we’ll manage some turkey and other Thanksgiving fixin’s at some point over the next week or so, but like I said . . . a little crazy.
But you know what?
I’m thankful for each and every one of them.
And I’m thankful for you.
I appreciate your readership, your emails, and your phone calls. And I know how crazy life can be, so I don’t for one second take for granted the fact that you’ve chosen to give me a little attention each week.
I have a lot to be thankful for.
I’m sure you do, too.
So I have a couple of quick favors to ask you if you don’t mind.
First, have a safe, Happy Thanksgiving!
Second, send me a short email and tell me:
- How you’re spending your Thanksgiving,
- And a couple of things you’re most thankful for.
I think we could all do with a little more gratefulness in our lives, so start by telling me what you’re grateful for and then be sure to also tell your family and friends as you see them over Thanksgiving and the coming holiday season.
And once more . . . let me say . . .
P.S. – Here’s an interesting article covering 10 Things You Don’t Know About Yourself. Give it a read and let me know what you think. And yes, these can definitely factor into your financial decision making — for better or worse.