tasks

[robert]

send notes for yesterday's meeting
  sell storage unit
   ask Harvey to list unit
   put up for $47,000
   offered church a deal for $37,000
   wrote up a new lease
write up notes
  assets in trust
   station wagon not in trust, perhaps also Mini Cooper
   SSN & pension direct deposit into Citizens Bank
  mom's financial training sessions, literacy, and independence
   did one run-through
  went over Robert's questions
   Anthem Med Supp is for supplemental medicare insurance
    cannot be eliminated
   the Sears credit card is the second biggest cost
    hit $5000 limit - card doesn't work
    usual charges
   the ODP Payments
    while they appear as payments, they are all reimbursed
    i.e., there are no fees on anything
    "Overdraft Line of Credit Transfer" is also covered
    unlabeled deposits are for ODP Payment reimbursements
   the monthly check of $129.99 is for the HOA fee
    cannot be eliminated while own the house
   SAFETY INS is for Marnie's car insurance
   the unlabeled checks
    most are for utilities utilities
   there are occasional transfers from Pioneer to Citizens Bank
  First National Bank only pays for property taxes
  Pioneer Bank is not used for any payments
  AT&T Univ and AT&T Uverse Online
   Uverse is DirectTV, AT&T Univ is a credit card
  State Farm Online and State Farm Ins Online payments
   both are homeowners insurance for a $375,000 replacement cost
  credit cards and their balances
   American Express Online balance $11000, at limit
   Sears balance $5000, at limit
   AT&T Univ balance $7000, at limit
   Citicorp balance $7000, at limit
   Wells Fargo balance $4000, at limit
  social security payments will be after spouse dies
   dad thinks it will be $2090 * 0.75 = $1567.50 / month, without $672.80
  owned land
   Belen and Zuni reservation
 digital legacy and passwords
  mom's data usage
   uses 70GB of data per month
   not eligible to be put onto Flora's plan at the moment
clean space on dvd backup