Wednesday
Saving log - $30 monthly interest in small accounts
Spending log - $3 bagel, coffee + $14 drugstore + $11 groceries
Stayed at home to greet the plumber. Plumbing got fixed at about 3pm, but I just was not feeling it to go into work for an hour. So I bought some groceries - we had no fresh vegetables in the house, so I picked up the cheap three: carrots, celery, onions.
While I was waiting for the plumber to come, I got a number of financial and gym tasks done: I set up my 2008 Roth ($5K is the maximum this year), I checked out my online Ameriprise account (grandma's trust is in Ameriprise, they've made an account in my name to move it from her to me), transferred $5K into the farmette account, and I put gym routines as little date journals into my PDA. Throughout the year, my trainer wrote out the exercises of the routines that we did on a small pad of paper. This pad of paper is nearly full. When we transfer to a new pad of paper I know the old one will disappear.
Yesterday, sister was online so we did some IMing. She sent the Excel spreadsheet that I made for her in October. I should have remembered to get it while I there, but I didn't so I taught sister how to send attachments.
I suggested she go through her checkbook and bank statements coming from the joint account for the farmette and IM me the transactions so I can update. Turns out we were $350 in the black for 2007 after taxes, electrical upgrade, solar panels, propane, new front door, redoing the milkhouse and foundation. Whew!
But not so whew - at least for sister - is that she hadn't done any of her paperwork to get grandma's trust transferred to her. Still in a serious, serious snit with the cousin, thinking somehow that he's stolen something or is hiding something. Its so bizarre to me why she's stamping her feet. Frankly, she's hurting herself - I've looked at the trust that has been transferred over into my account. Its a little more than what the cousin estimated it would be.
As it is, I now have to at least ask a CPA for advice on my tax situation for 2007. My ship has come in, but my moorage for it is not nearly adequate.
2008 front of year routine
January 3rd, 2008 at 01:46 am