Moving money
I had a meeting with our financial advisor today.
This is a rare thing — once a year, at best.
As I drove today for this visit, it was with a question in mind: how do we invest ethically?
This year, Kendra and I took the steps to move away from RBC, to have our money at our local credit union, Valley First. Partly it was to not get charged fees. But the big motivation was to keep our money local, and be part of a membership-based cooperative finance movement where our finances become part of bettering the local economy. (I may have been heavily influence by the lovely films and promotional materials from my friends who work in the credit union space, like this one you've seen: Some Choices Matter.)
This week, we finally completed the last step: moving over our mortgage from RBC. It had come to its five-year renewal term, and we took that window and got it moved over. Paperwork, meetings, notaries, signing things, meeting with all four of our kids in a small credit union office: and we got…
Keep reading with a 7-day free trial
Subscribe to Kevan Gilbert Notes🎶📝 to keep reading this post and get 7 days of free access to the full post archives.