===== 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]] ===== 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