Differences

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--- finance [2021/11/17 07:22] – [Charts] 192.168.1.49
+++ finance [2024/10/20 16:08] (current) – [Social Security] 192.168.1.82
@@ Line 15: / Line 15: @@
   * {{ ::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 67: / Line 71: @@
   * [[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 93: / 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 116: / Line 120: @@
   * [[SS: Tips for figuring out when a spouse should take Social Security.]] &O Holly's column Sept 30, 2012
   * [[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}}
+  * {{ ::libbie_2020_benefitverification.pdf}} |2020 SSA Verification}}
 ==== Tom Statements ====
+  * [[SSA statement 2022]] Dec 2022 for 2023