Mom’s Finances

From: Gagne, David
To: Gagne, Jennifer
Subject: Mom’s Finances
Sent: January 12, 2012 1:54 PM

Hey Jenny,

Can you please send me the information you have concerning mom’s income? You said that anything she receives is directly deposited to your checking account, right?

Mostly I want to know how much she is receiving each month (or whatever the frequency is) and from where exactly the money is coming.

I also need to know *when* she started receiving money, and anything you can tell me about her State of Florida pension fund.

Finally, can you please confirm that her birthday is, in fact, September 22, 1948? (Or is it 1949?)

Love,
dvg

From: Gagne, Jennifer
To: Gagne, David
Subject: Re: Mom’s Finances
Sent: January 12, 2012 3:53 PM

Hey, David.

I saw the email from [redacted]. Do you feel better about the place from what she said?

Mom’s finances:
Social Security: She started receiving $1104/month on November 24, 2010. She gets that every month on or about the 4th Wednesday of the month.

The money has been direct deposited into my [redacted] account so that I could more easily pay her bills and give her an allowance. Not sure if that will confuse things when they ask for mom’s last 3 bank statements or not. If you login to Bank of America using the [redacted], you can see my account [redacted], Mom’s checking [redacted], and Mom’s savings . Let me know if you need those passwords or if you still have them.

I am having internet issues and can’t get into Bank of America right now, but as far as I recall, she has about $200 in her checking and $1500 (I think) in Savings. I had to take money out to pay for a new carpet and took extra out of her retirement last time and put it in her savings to pay for whatever medical tests came up.

Mom has $10,657.57 in retirement.

If you want to see Mom’s retirement, go to http://www.myfrs.com/portal/server.pt/gateway/PTARGS_0_2_588_257_0_43/new_frsUserInformation1Action.ctl

Login in the upper right corner with the login [redacted] (I will text you the password)
Then go to the top left and click on Manage My Benefits, then Manage Investments.

And, yes, her birthday is 1948. Do you have her social security number?

Thank you for doing this. I have been asking around and received some good pet tips, so I will be trying to contact some more people today.

Love you.

PS Who are you cheering for Saturday night?