Questions tagged [annual-activity]

An answer to the question Spring cleaning for your finances? Is there any activity that should be done annually, with respect to your money? mentioned home inventory: The Inventory is also very important. This is used in the event that you have a…

In order to maintain the health of your finances, do you do any particular activity on an annual basis that you would recommend that might benefit others? Say, a "spring cleaning" of some sort?

I purchased a $25 Visa gift card a few years ago, and was surprised to find this morning that it had 0 balance. On questioning I learned that 1) they don't track activity older than one year and 2) the card is charged a $2 per month inactivity fee…

There are two sources of price gain on a stock holding: Realized gain on any part of the holding previously sold Unrealized gain on the remaining shares By "price gain," I mean the gain based just on the change in price, i.e., without considering…