Fiera
Well-known member
Sent updated balances and plan assumptions to financial guy. The financial software is simply not reconciled to the investing website, and may partially be related to syncing issues a while back. Mostly sorted out through placeholders but ideally would have all the raw actual transaction data.
I have this very uneasy feeling working on all of this, as so much money is just simply no longer there. I accept the money paid for taxes on roth conversions and everyday expenses. I don't see how I should be upside down otherwise. Will only be able to spend a limited amount of time time on it today, but at least I am *trying* to make my brain function and wrap around the shortfall.
I guess the big thing is whether I need to try a different firm. I know I am not comfortable heading in to next year right now.
I have this very uneasy feeling working on all of this, as so much money is just simply no longer there. I accept the money paid for taxes on roth conversions and everyday expenses. I don't see how I should be upside down otherwise. Will only be able to spend a limited amount of time time on it today, but at least I am *trying* to make my brain function and wrap around the shortfall.
I guess the big thing is whether I need to try a different firm. I know I am not comfortable heading in to next year right now.