Tom's Life Bits

• Bluebird Tax numbers

• PSEG Moody report

• Kiplinger 10 Best CEFs 2021

• Historic House Prices & Historic Interest Rate chart
• S&P 1871-present (Oct 2009)

• Jan 2020
• Contrarian Outlook Feb 12, 2020

• Acct Number Verification Trust accounts
• Acct Number Verification trust Toms Checking

• Insiders Sound Alarm June 2011 Natural Gas NY Times

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.

• CEF Retirement portfolio Aug 2015
• Contrarian Outlook 8% income portfolio March 14, 2019
• Distribution Dates Table of equities and distros
• Atlantic Power data July 2009 includes Schwab distro statement for July 2009
• Quantum snapshots July 2008 PFD's in Tom's portfolio
• Quantum watchlist Aug 2008 PFD's on Tom's radar
• Google docs spreadsheets Tom's list of google spreadsheets
• Post Lehman World Sept 21 ,2008
• MLP buying strategy April 26, 2008
• Car Envy April 2008
• Annuities Worth Considering Aug 2007
• Sniffing out High Yields May 2008 Ben Stein
• MLP enchilata part one (and also parts 2-7) June 7, 2008
• WSJ Bulletproof Nest Egg June 14, 2008
• Create Your own Annuity June 14, 2008
• Misc Investing Notes June 2008
• PFD vs Common ports July 2008
• Tom's Philosophy
• MLP Choices from IV Aug 10, 2008
• Moodys and S&P credit rating definitions
• CEFs debunked from IV Aug 14, 2008
• The Grandma Portfolio Aug 17, 2008 from IV
• Fidelitys past glory Forbes Aug 29, 2008
• Income for Life March 2009 N&O WSJ insert

• MLPs for 2009 Aug 26, 2008
• MLPs investing Aug 30, 2008 from IV
• High Yield BEE Aug 31, 2008
• Puts Calls Options
• How to Buy a car June 26, 2009
• SUDNF School Buses 8-1-2009 Aug 1, 2009
• Stapled Securities 8-1-2009 from IV
• Canadian Power companies 8-24-2009 from Seeking Alpha
• WSJ for free
• Corporate Communism
• MLP investors, Bear markets, and the Stockholm syndrome Oct 2009
• 10 investing basics from Buffett Nov 2009
• 5 income plays Nov 2009
• Is that Ipad2 worth $2000 March 2011
• Stop Coddling The Rich 20110815 Warren Buffet
• Tax Credits for retiree education
• Warren Buffet is Wrong Aug 2011
• GST-A February 2012
• Car buying Services N&O Sept 2014
• Junk Bond Funds Sept 2017
• Sleep Soundly portfolio 2022

• Sept 2009 factoids MLP commentary
• Nov 2009 chartmaker MLP 10 year
• Nov 2009 top ten MLPs of a CEF
• march 2011 MLP ideas
• July 2012 ideas
• March 2013 Evaluating Yields

• Snapshot July 31, 2009 from Google Docs also March 2010, Jan 2011
• Snapshot March 9, 2010 from Google Docs
• Libbie Sept 2009 SS Pmt SS letter
• Tom Aug 2009 SS SS letter
• Tom Aug 2010 SS SS letter
• Tom Jan 2011 Estimator using ss gov website
• Tom Feb 2012 Estimator using ss gov website
• SS Application Aug 27, 2012 Also benefit payment date chart based on birth day of month
• SouthEast Toyota car pmt Jan 2011
• SouthEast Toyota car pmt Oct 2011
• Toms pFile Oct 2011
• Scottrade Bank
• Coastal PIN for 2425 = 7711
• CAGR 2012 selecting MLPs
• 2021 Federal tax taxes owed with no withholding, no broker earnings added. Interesting amount

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

• How SS spouse benefits work April 2010 N&O Holly's column
• More Ways to Time it. WSJ Aug 4, 2012
• Tips for figuring out when a spouse should take Social Security. &O Holly's column Sept 30, 2012
• Birthday SSA Payment week of month

• Certification of Trust Oct 16, 2024

• libbie_2020_benefitverification.pdf |2020 SSA Verification}}

• SSA statement 2022 Dec 2022 for 2023