Tom's Life Bits

You've loaded an old revision of the document! If you save it, you will create a new version with this data.

===== Tax Numbers =====
  * [[info:Bluebird Tax numbers]]

===== Bond Info =====
  * {{::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

===== Financial Advice =====

This collection of articles has been collected over time to fit my money management philosophy. Most of it is good reading, not intended to be actual advice.

* {{ ::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 
  * [[info:Quantum snapshots July 2008]] PFD's in Tom's portfolio
  * [[info:Quantum watchlist Aug 2008]] PFD's on Tom's radar
  * [[info:Google docs spreadsheets]] Tom's list of google spreadsheets
  * [[info:Post Lehman World Sept 21]] ,2008
  * [[info:MLP buying strategy]] April 26, 2008
  * [[info:Car Envy April 2008]]
  * [[info:Annuities Worth Considering Aug 2007]]
  * [[Sniffing out High Yields May 2008]] Ben Stein
  * [[info:MLP enchilata part one]] (and also parts 2-7) June 7, 2008
  * [[info:WSJ Bulletproof Nest Egg June 14, 2008]]
  * [[info: Create Your own Annuity June 14, 2008]]
  * [[info: Misc Investing Notes June 2008]]  
  * [[info: PFD vs Common ports July 2008]]
  * [[info: Tom's Philosophy]]
  * [[info: MLP Choices]] from IV Aug 10, 2008
  * [[info: Moodys and S&P credit rating definitions]]
  * [[info: CEFs debunked]] from IV Aug 14, 2008
  * [[info: The Grandma Portfolio Aug 17, 2008]] from IV
  * [[info: Fidelitys past glory]] Forbes Aug 29, 2008
  * [[info: Income for Life March 2009]] N&O WSJ insert
  
  * [[info: MLPs for 2009]] Aug 26, 2008
  * [[info: MLPs investing Aug 30, 2008]] from IV
  * [[info: High Yield BEE Aug 31, 2008]]
  * [[info: Puts Calls Options]]
  * [[info: How to Buy a car]] June 26, 2009
  * [[info: SUDNF School Buses 8-1-2009]] Aug 1, 2009
  * [[info: Stapled Securities 8-1-2009]] from IV
  * [[info: Canadian Power companies 8-24-2009]] from Seeking Alpha
  * [[info: WSJ for free]] 
  * [[info: Corporate Communism]] 
  * [[info:finance:MLP investors, Bear markets, and the Stockholm syndrome]] Oct 2009
  * [[info:finance:10 investing basics from Buffett]] Nov 2009
  * [[info:finance:5 income plays Nov 2009]]
  * [[info:finance:Is that Ipad2 worth $2000 March 2011]]
  * [[info:finance:Stop Coddling The Rich 20110815]] Warren Buffet
  * [[info:finance:Tax Credits for retiree education]]
  * [[info:finance:Warren Buffet is Wrong]] Aug 2011
  * [[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 =====
  * [[info:Sept 2009 factoids MLP commentary]]
  * [[info:Nov 2009 chartmaker MLP 10 year]]
  * [[info:Nov 2009 top ten MLPs of a CEF]]
  * [[info:march 2011 MLP ideas]]
  * [[info:July 2012 ideas]]
  * [[info:March 2013 Evaluating Yields]]

===== My Financial Info =====
  * [[info:Snapshot July 31, 2009]] from Google Docs also March 2010, Jan 2011
  * [[info:Snapshot March 9, 2010]] from Google Docs
  * [[info:Libbie Sept 2009 SS Pmt]] SS letter
  * [[info:Tom Aug 2009 SS ]] SS letter
  * [[info:Tom Aug 2010 SS ]] SS letter
  * [[info:Tom Jan  2011 Estimator]] using ss gov website
  * [[info:Tom Feb  2012 Estimator]] using ss gov website
  * [[info:SS Application Aug 27, 2012]] Also benefit payment date chart based on birth day of month
  * [[Notes:SouthEast Toyota car pmt Jan 2011]]
  * [[Notes:SouthEast Toyota car pmt Oct 2011]]
  * [[Notes:Toms pFile Oct 2011]]
  * [[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

===== Newspaper Clippings =====
  * [[info: Government Bailouts Aug 19, 2008]] N&O Op Ed on fiscal responsibility
  * [[info: Would preferreds be a safe harbor?]] N&O Sept 28, 2008
  * [[info: Financial System Broken on Every Level]] NYTimes Nov 26, 2008 
  * [[info:When will we find a bottom? March 2009]] Fuqua business blog in N&O 
  * [[info:Inexperienced adviser gets the basics wrong Dec 2009]] Holly Nicholson
  * [[info:Hot Stocks for a New Decade? Dec 20, 2009]] WSJ story Dec 20, 2009
  * [[info:Hes buying and selling june 2010]] Sarasota herald story about a flipper
  * [[info:Getting the most out of Social Security June 2010]] Holly Nicholson
  * [[info:Will my earnings late in life change my Social Security benefits?]] Holly Nicholson Oct 2012

===== Social Security =====
  * [[How SS spouse benefits work April 2010]] N&O Holly's column
  * [[SS: More Ways to Time it.]] WSJ Aug 4, 2012
  * [[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]]

==== Libbie Statements ====
  * {{ ::libbie_2020_benefitverification.pdf}} |2020 SSA Verification}}

==== Tom Statements ====
{{::i1422.jpg|}}

Edit summary

Note: By editing this page you agree to license your content under the following license: CC Attribution-Noncommercial-Share Alike 4.0 International