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--- finance [2016/10/21 09:51] – [Financial Advice] tomgle
+++ finance [2024/10/20 16:08] (current) – [Social Security] 192.168.1.82
@@ Line 5: / Line 5: @@
   * {{::pseg.pdf|PSEG Moody report}}
+===== CEF =====
+  * {{ ::the_10_best_closed-end_funds_cefs_for_2021_kiplinger_2021-10-29_9_34_24_am_.html |Kiplinger 10 Best CEFs 2021}}
 ===== Charts =====
   * [[info:images:Historic House Prices]] & Historic Interest Rate chart
   * [[info:finance:S&P 1871-present]] (Oct 2009)
+===== Contrarian Outlook =====
+  * {{ ::contrarian_outlook_2020-01-01_1_58_27_pm_.html |Jan 2020}}
+  * {{ ::contrarian_outlook_2020-02-12_9_27_26_am_.html |Contrarian Outlook Feb 12, 2020}}
+===== CU Trust Info =====
+  * {{ ::account_number_verification_letter.pdf |Acct Number Verification Trust accounts}}
+  * {{ ::account_number_verification_letter_tom.pdf |Acct Number Verification trust Toms Checking}}
 ===== Energy =====
   * [[info:Insiders Sound Alarm June 2011]] Natural Gas NY Times
@@ Line 17: / Line 27: @@
   * {{ ::how_to_build_an_early_retirement_tax-free_income_portfolio_with_closed-end_funds_-_seeking_alpha_2015-08-05_1-17-09_pm_.htm |CEF Retirement portfolio Aug 2015}}
+  * {{ ::contrarian_outlook_2019-03-10_5_30_19_pm_.html |Contrarian Outlook 8% income portfolio March 14, 2019}}
   * [[info:Distribution Dates]] Table of equities and distros
   * [[info:Atlantic Power data July 2009]] includes Schwab distro statement for July 2009
@@ Line 59: / Line 70: @@
   * [[info:finance:GST-A February 2012]]
   * [[info:finance:Car buying Services]] N&O Sept 2014
+  * {{ ::the_best_and_worst_junk_bond_funds_paying_up_to_10.2_contrarian_outlook_2017-09-15_2-43-39_pm_.htm |Junk Bond Funds Sept 2017}}
+  * {{ ::steppleman_sleep_soundly_portfolio_2022.pdf |Sleep Soundly portfolio 2022}}
 ===== MLPs =====
@@ Line 85: / Line 97: @@
   * [[Notes:Scottrade Bank]]
   * Coastal PIN for 2425 = 7711
   * [[info:CAGR 2012]] selecting MLPs
+  * [[info:2021 Federal tax]] taxes owed with no withholding, no broker earnings added.  Interesting amount
@@ Line 109: / Line 121: @@
   * [[SS: Birthday SSA Payment week of month]]
+===== Will and Trust =====
+  * {{ ::certification_of_trust_oct16_2024.pdf |Certification of Trust Oct 16, 2024}}
+==== Libbie Statements ====
+  * {{ ::libbie_2020_benefitverification.pdf}} |2020 SSA Verification}}
+==== Tom Statements ====
+  * [[SSA statement 2022]] Dec 2022 for 2023