Home > 2008 front of year routine

2008 front of year routine

January 3rd, 2008 at 01:46 am

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. Big Grin

0 Responses to “2008 front of year routine”

Leave a Reply

(Note: If you were logged in, we could automatically fill in these fields for you.)
Will not be published.

* Please spell out the number 4.  [ Why? ]

vB Code: You can use these tags: [b] [i] [u] [url] [email]