Tom Kittleson
advisor of Margaret
Contact
3linked records
9mentions
3questions
2011–2026saved
What the account says about Tom Kittleson
12 records, oldest first2011
Jan 8
Peg Ostrander
2025
Mar 8
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…
Jul 8
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
Mar 8
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…
Mar 10
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…
Apr 24
Tom's letter after the April 2026 review
Sep 18
Tom Kittleson, 2:00 - the October review
Oct 3
NL-T-02260514
Oct 4
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…
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Facts
| First name | Thomas |
|---|---|
| Last name | Kittleson |
| Nickname | Tom Kittleson |
| Company | Fernhollow Wealth Advisors |
| Job title | Financial Advisor, CFP |
| Website | fernhollow.example |
| Gender | Male |
| Comments | Reviews in April and October. |
Phones
- number: '6085550148' variant: Work
Emails
- email: tkittleson@fernhollow.example variant: Work
People
Peg OstranderTom Kittleson is advisor of Peg Ostrander
Appears with
People linked to the same records.
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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?