tasks

[robert]

do yard work and other outside tasks during clear weather
 recycle moving boxes
 pick persimmons for the week
remove stuff from family conf call agenda
  sell storage unit
   trying multiple strategies
    cannot ask Harvey to list unit since "pending"
    offering church a deal for $37,000
  selling land
   will ask Harvey, Belen + Zuni reservation
   * Harvey cannot do anything
  list of assets not in trust
    * station wagon is in trust
    maybe not Mini Cooper nor Fiat
  * SSN & pension direct deposit into Citizens
  * cannot be put under Flora's pension stuff
  * assisted living takes all assets
  will ask Jim about assisted living in Ma
  find a financial advisor, maybe Citizens Bank
  * the APR on the credit cards is 24%
  * if storage unit doesn't get sold, Flora thinks consolidating credit cards would simplify things
  send credit card statements, perhaps as pictures
  * verify what the social security payments will be after spouse dies
    * ~$2000/month
  * verify whether surviving spouse has responsibility for debt
  * verify First National Bank only pays for property taxes
  * verify that Pioneer Bank not used for payments
  research switching to pre-paid phone
  * have two-phone plan and cannot dissociate just one
  find out whether per-month data used has been reduced
  -> go through data
  -> stop payments for autopay of Safety Insurance
  writing up new contract for renter
  $62 + $400 = $426 income per month
   has to chase renter to get money
   renter is living in storage unit
  might be spending it all - living month to month
   need credit card statements
   need receipts (for the $426)?
   dad switching to pre-pair flip phone
 discuss mom's financial literacy
  mom should pay monthly bills
 later needed discussions
  credit card debt DONE
  overdraft fees DONE
 •	Correct me if I’m wrong, but I believe the following are credit cards:
 o	AMERICAN EXPRESS ONLINE PMT is approximately $1,718/yr – If this is a credit card, what is it being used for?
 o	AT&T UVERSE ONLINE PMT is approximately $2,036/yr - I have a note that this is a credit card payment. (This is different from AT&T UNIV ONLINE PMT, which I believe is for direct tv.) If this is a credit card, what is it being used for?
 o	SEARS - MC ONLINE PMT is approximately $5,262/yr – It is my understanding that this card is being used by Mom for groceries and Amazon purchases. Is it used for anything else?
 o	SHELL/TEXACO ONLINE PMT is approximately $1,1308/yr – looks like a credit card for gas
 •	What is the difference between STATE FARM ONLINE PMT and STATE FARM INS ONLINE PMT (I believe this one is home, car insurance)?
 •	Additionally, there are other accounts where funds are moved in and out of. It may be useful for us to know the details of these to include in the analysis.
revisit Flora's ideas after Sep 6 meeting
tell people about persimmons being ready to pick
change ~noelle/update_from_mini.aux so that if either lastbackup.new or lastbackup.new.gz are missing a full back-up is forced
download e-mail on 10/23/2021 in order to review before getting published
call dad to help with printer
go through li'l appt book
repeat feeds watch reminders every 4 weeks instead of 5, starting 11/1/2021
make reminders to deposit checks monthly
send agenda for next meeting
celebrate 18th anniversary Wedding Anniversary Day
celebrate 18th anniversary Wedding Day
eat dinner 🍴 out
go to dinner at Puranpoli instead of The Mynt at 6pm
recycle and take out garbage