Alright, it’s February 13th and the tax slips have started to arrive. Yay! Even with my rather complex tax situation, soon it will all be wrapped up for another year. My brain was full for a week or so, so I rightly paused. Some weeks, my brain doesn’t let me do stuff like this. I… Continue reading Free Money: Step 5 (24 Minutes)
Because it helps out my kid and me in multiple ways, I created a disability trust for us. What I didn’t know beforehand was that a trust is its own legal entity, thus has its own tax number, requires its own tax return…and has its own tax return deadline. Surprise! The conundrum? The government is… Continue reading Free Money Step 4 (3 Minutes)
Licorice All-Sorts for all of you! When my child had his full diagnostic assessment completed, it explained a lot. A LOT. Having already lived the symptoms for a good forty years I was, naturally, aware of most of the challenges reflected in the documents. At least one point, though, was new to me. Our tricky brains do… Continue reading Free Money: Step 3 (2 Minutes)
I promised Sebastian I would open tax return posts with prettiness and promises. So, butterflies for you, Sebastian, and, “Hey, this only took sixty seconds, twenty six times in a row!” And now to the nitty-gritty. In my money-tracking software, I record personal expenses as well as business expenses. This way, I’m opening only one window… Continue reading Free Money: Step 2 (26 Minutes)
Every year I swallow hard at the thought of completing my tax return. Why?? My returns are up-to-date, and the deadline for the biggie is months away. Alas, I’m whatever the Opposite of a Procrastinator is and—while I’ve truly learned to chill some—I still crave to get stuff wrapped up earlier vs later. At the… Continue reading Free Money: Step 1
I’m taking one course, and will receive funding to cover all of its costs, with lots of bonus money. Yay! Given how much I’m receiving, I could be tempted to spend willynilly. But, I’ve been practicing the art of radical prioritizing for some time, and donating some of the difference back to the wealthy college… Continue reading Money Hack: College Textbooks
I have no biggies left, at least for now. I spent 2014 and 2015 completely revamping my financial picture: learning about investing, taking control of and moving my investments, learning more money math, etc. Stuff is pretty much in order. So, this year’s goals are little maintenance ones, with a few tweaks: Optimize contributions to… Continue reading 2017 Financial Goals
