Family Balance Sheet

AUGUST 17, 2011

Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years. Our personal bank has statements online all the way back to 2006. This final number will help to lower your capital gains tax. You'll need proof of gains or losses at tax time.

Home Improvement 153

Home Improvement Taxes Credit Cards Bills 153

Prairie Eco-Thrifter

JANUARY 12, 2014

I spend $100 a week now on groceries for the two of us. Examples of financial advisor suggestions that would have steered my family wrong: An estate trustee at a bank recommended selling off Chevron stock that my Aunt owned “because it is too risky”. That would just cost me in taxes! The bond market was at a high at the time.

Money 170

Money 401K Bank Banking 170

Prairie Eco-Thrifter

MAY 10, 2012

PFP presents Investment Tax Management posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.”

Money 113

Money May 2012 Debt 113