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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

Hello and welcome to the 316th Carnival of Personal Finance- Family Edition. This week I am reminding you all about those special people in your life- your family. It was during this rather taxing weekend that I was reminded of how great a loving family can be. Families are our rock, our support system, and our fans.

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Carnival of Financial Planning – Money Management Edition #231

Prairie Eco-Thrifter

Wayne presents Purpose of Budgeting posted at Young Family Finance , saying, “Are you left wondering why you should budget? David presents Wired Capital Markets posted at Wall Street History , saying, ” Looking into the workings of modern securities markets is like looking under the hood of a Prius hybrid car.

Money 133
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Carnival of Financial Planning – Money Management Edition #236 – May 11, 2012

Prairie Eco-Thrifter

The Skilled Investor , Editor Budgeting and Economics Little House presents The Five Tool Budgeter posted at Little House in the Valley , saying, “In baseball, a five-tool player is one who excels in some of the game’s major skills: fielding, base running, hitting for power, hitting for contact, and throwing ability.

Money 113
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Yakezie Carnival October 16, 2011- Growth Edition

Prairie Eco-Thrifter

Now without further adieu, I present you with the dozens of great reads written by Yakezie members and challengers alike this past week in our efforts to bring you timely insight on personal finance and lifestyle today. Family Money Values: Who Manages Your Money? This list provides an overview of steps that can be taken.

October 200
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Seniors – Keep Your Allocations

Prairie Eco-Thrifter

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”. Vanguard’s Personal Financial Planner thought I should change invest all my retirement money in bonds when I moved it from my 401K to an IRA.

Money 170
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How Long Should You Keep Financial Documents

Family Balance Sheet

Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Medical records should be filed by family member. Keep records permanently for nondeductible contributions to an IRA to prove that you already paid taxes on this money when it is time to withdrawal. Check for any discrepancies.

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P.E.P. for the Week of January 24-28, 2010- Adjustment Edition

Prairie Eco-Thrifter

Plus, I am presenting at two conferences this month so I have to get ready for those. Personal Finance by the Book askes if we should borrow from our 401K? Passive Family Income shares with us the tricks to making money off Squidoo. Lending money to family and friends can get really tricky to say the least.

January 124