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Tom Kittleson

advisor of Margaret
Contact
3linked records
9mentions
3questions
2011–2026saved

What the account says about Tom Kittleson

12 records, oldest first
2011
Peg Ostrander
2017
The last paycheck from the district came on the 15th, and the first pension pay…
…ment is promised for the 1st. Between the two I have done the arithmetic four times, on paper, and R. has done it once in his head and got the same answer: it is enough. With his, and with what Tom Kittleson looks after, it is rather more than enough. I know that. I still stood in Fenner's this morning comparing the…
2019
Rebecca Stannard, Stannard & Hoyt: our first real meeting, Tuesday the 23rd, an…
…hour and a half in her office on Pinckney Mews. Our wills are from 2003. WHAT SHE RECOMMENDS: 1. A revocable living trust, one for the two of us, in place of doing everything by will. The reason is the two houses. Property in two counties means two trips through probate court, Dane and Oneida, and a trust avoids bot…
2023
The trust: amended yesterday, October 10, at Rebecca Stannard's office. Two wit…
…nesses from her staff. In one sentence each: June is now treated like the other five; the cabin is dealt with; and somebody has been named for the dog. To do, from Rebecca: 1. Ask Tom Kittleson for copies of the beneficiary forms on both IRAs and read what they actually say. 2. Decide whether anything more needs to…
2025
Taxes: the folder went to Denise yesterday. What was in it, as a checklist for…
…next year: 1. My pension statement (the state's 1099-R). 2. Both Social Security statements. 3. The 1099s from Pemberwick: my IRA, Ray's IRA, the trust account. 4. Interest from the credit union. 5. Property tax receipts: Hawkstone Drive, both halves; the cabin, in full. 6. The church's giving statement, and the yea…
Where the money is. For whoever needs this after us. (Ellen knows this note exi…
…sts.) Rewritten July 2025, after the bank replaced my Mastercard. Heronwood Credit Union, Odana Hollow branch - joint checking, ending 3306 - joint savings, ending 8841 - safe deposit box no. 417. Two keys: one on my key ring, one in the bedroom safe in the envelope marked BOX. Ellen has been on the signature card f…
2026
The taxes go to Denise tomorrow. This is the first year the government requires…
…R. to take money out of his retirement account whether he wants it or not, and he regards that as an impertinence. Tom Kittleson has arranged it in installments. R. said, "I saved it so I wouldn't have to spend it." The RAV4 sat in the garage for the three weeks we were in Gulf Shores with the truck and has sulked e…
Taxes for 2025: the folder went to Denise yesterday, complete.
This year is the first in which Ray MUST take money out of his IRA. - The amount for the year is worked out by Pemberwick from the balance at the end of December and his age. Ask Tom Kittleson, not the custodian. - Tom is sending it in four pieces through the year, to our checking account, with tax already taken off e…
Tom's letter after the April 2026 review
Tom Kittleson, 2:00 - the October review
NL-T-02260514
Before we close the cabin (we go up Friday the 16th; close the 17th and 18th).
DONE - Earl: telephoned. He blows the lines Monday the 19th. His winter bill is $810.00 this year, up $30, due November 15. - Generator serviced. - Chimney swept in September. TO DO THIS WEEK 1. The dishwasher: its year of warranty is nearly up, and the wheel on the lower rack has been sticking since August. Telephon…

Linked records are confirmed graph links; the arrow and name are the link the app receives. A mention is only a text match on the name and is never treated as a link.

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Facts

First nameThomas
Last nameKittleson
NicknameTom Kittleson
CompanyFernhollow Wealth Advisors
Job titleFinancial Advisor, CFP
Websitefernhollow.example
GenderMale
CommentsReviews in April and October.

Phones

- number: '6085550148'
  variant: Work

Emails

- email: tkittleson@fernhollow.example
  variant: Work

Questions

3

Questions whose supporting records include Tom Kittleson or a record linked to them.

q003 What's Tom's number? q020 What have I got coming up for the rest of this month? q153 How much does Ray have to take out of his IRA this year?
Traps and story · persona.yaml

too_many Receipts (338), health records (77), bills (52), service receipts (38), warranties (31), vaccinations (28), mileage readings (26), electronics (26), jewelry (20). A question about "all" of any of these cannot be answered from a partial read; a good answer gives the whole list or says the list is partial.

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

1977-08-20Peg Haugen and Ray Ostrander marry in La Crosse. Ray bought the engagement ring that May.
2017-06-09Peg retires after 31 years as librarian at Tamarack Hill Elementary.
2026-05-30Ray turns 73, so 2026 is his first year of required IRA withdrawals.

One step out

document_subject →Tom's letter after the April 2026 review — Document; document_subjectTom's letter after th…advisor ←Peg Ostrander — Contact; advisorPeg Ostranderreminder_subject →Tom Kittleson, 2:00 - the October review — Reminder; reminder_subjectTom Kittleson, 2:00 -…Tom Kittleson