Personal Finances

$  9,500   3 months SS 

$  5,000 - Taxes, HOA, Home Ins

$  3,000 to get to Thailand  

$  3,000 to spend in Thailand (Schwab Checking account)

$  1,000  Pad Visa                 

$  1,500  Pad Mid-Florida Checking Account  

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10/01/2024 -  Schwab I =    $   26,580  
01/05/2025 -   Ally         =    $   18,000

01/05/2025 - Ally CD int =  $     9,000

01/18/2025 -  Vanguard =   $   24,000  ($4,000 Cap Gains) purch -1/16/2024

                                 Total  =  $ 76,580  

03/01/2025     Ally $30,000 =  $31,500 (w/ $450 withdraw penalty)

07/05/2025 -  Ally         =     $ 150,000 (no penalty)

06/01/2025    Car               =  $ 10,000

                                 Total  =  $270,000

House      =  $250,000+ (after real estate fees) 

Schwab I =    $46,000  (Stocks & EFTs)       

N. Amer  =    $50,000

Allianz    =  $200,000

IRA         =  $370,000 

Mom's Ins = $  39,000

Inherit       = $ 500,000  

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Move Ally to Schwab I -