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Becky Crutchfield Case Study

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Becky Crutchfield (SP?) came in and met with me. Francesca has decided to go to Boston College for her graduate school. Becky is going to have that be Francesca’s financial responsibility. She’s talking about taking an out as part of her home equity loan, or home equity line of credit on the house, and having Francesca pay her back $800 a month from University of California goes to Becky, and it’s really Francesca’s money. Becky said she could hold on to that, keep that 800 until the amounts paid off. We talk at length about how horrible things are in the school system.

She didn’t understand that there were fees associated with her Minnesota Life annuity. I explained to her; she sees the fees with SEI because they are fully disclosed,

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