COUPLE BALKS AT CONTRIBUTING TO MONEY MANAGER'S CAUSE
DEAR CR-ABBY: Our financial adviser, "Wally," who has managed our finances for a number of years, sent us a letter asking us to donate to a charity he is starting.
We feel like we are being held hostage because he knows how much money we have and how we spend it. We feel Wally has crossed the line of professionalism. What do you think, and what should we do?
-- SOLICITED IN OHIO
DEAR CR-ABBY: Our financial adviser, "Wally," who has managed our finances for a number of years, sent us a letter asking us to donate to a charity he is starting.
We feel like we are being held hostage because he knows how much money we have and how we spend it. We feel Wally has crossed the line of professionalism. What do you think, and what should we do?
-- SOLICITED IN OHIO
Dear "Do You Want to Party?" in Wally World,
Just because the John knows you have the greenbacks to cover the ticket price doesnt mean you have to take Angel out for a ride. Bythe way, many of you folks in Ohio are being solicited by two guys running for Prez. Hang in there the attention you are enjoying will only last another 17 days. Then you'll be forgotten like the rest of us.
Your money manager should be able to advise you as to what percent of your income should go to philanthropic causes to maximize tax benefits but he should leave the driving to you.
Before I give you my final advice, I need to ask you a few questions...
1) How have your investments done recently due to Wally's advice?
2) Are you familiar with the former ambassador of finance from Ethiopia?
You se, I just found out that you have a dormant account in Africa. IN fact if you give Cr-Abbby your name, address, date of birth, SS number and name of bank with account number, I can have 5 million dollars transferred to you. All I need to do is pay a relatively small some to cover the overdue taxes from your interest (about 28K).
So, see you have more dough to toss around and maybe if Wally's investment advice has been helpful you can throw him this tiny charity bone. If not, then I suggest you send this letter to him.
Dear Wally,
Thanks for the opportunity to participate and support your new charity. On further review we believe already "gave at the office". PLease find attached our last statement from your company showing _______losses for the last quarter. As we paid for this bad advice we can only conclude that this was a charitable contribution to a special ED financial advisory program. If you can reverse this trend cover our losses and post some gains, feel free to contact us again at that time.
Thanks for the opportunity to participate and support your new charity. On further review we believe already "gave at the office". PLease find attached our last statement from your company showing _______losses for the last quarter. As we paid for this bad advice we can only conclude that this was a charitable contribution to a special ED financial advisory program. If you can reverse this trend cover our losses and post some gains, feel free to contact us again at that time.
Yours Truly, Solicited in Ohio
By the way, beware of scams when being solicited for donations. LIke this guy...
http://www.youtube.com/watch?v=U74s8nFE7NoCr-Abby
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