Family Balance Sheet

MARCH 11, 2021

It is a good idea to review your credit report periodically to check for any fraudulent activity , such as identity theft. Tasks might be as simple as ‘reconciling’ or more complex like ‘paying the office payroll taxes’ and at that time, I definitely added ‘Pay Rent’ to that first list. Check your Credit Report.

Finance 130

Finance Cleaning Goals Insurance 130

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

Family Balance Sheet

MARCH 12, 2015

It is good idea to review your credit report periodically to check for any fraudulent activity, such as identity theft. Tasks might be as simple as ‘reconciling’ or more complex like ‘paying the office payroll taxes’. Check your Credit Report. I broke down my responsibilities: business office, home office, and projects.

Finance 100

Finance Cleaning Financial Goals Goals 100

Prairie Eco-Thrifter

APRIL 6, 2012

PFP presents Investment Asset Tax Location 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 133

Money Finance Personal Finance Real Estate 133

Savings Corner

DECEMBER 24, 2023

Copy of tax documents, bank statements or utility bills. Tax Filing Webinar — Jan. 17 File your taxes with confidence: Grab your limited spot to join the Tax Nerds in this one-hour session about tax filing and tax planning strategies. Proof of address, like a utility bill.

Credit 52

Credit Monitors Insurance Taxes 52