1. INCOME
1.1. RETIREMENT INCOME
1.1.1. SOCIAL SECURITY -BLL
1.1.2. SOCIAL SECURITY -CTL
1.1.3. VANGUARD 403b CTL
1.1.4. VANGUARD IRA - BLL
1.1.5. TRINITY HEALTH PENSION
1.1.6. DELAWARE LIFE ANNUITY
1.1.7. FIDELITY LIFE & GUARANTY
1.1.8. ATHENE ANNUITY - BLL
1.2. BUSINESS INCOME
1.2.1. AURORA DIAGNOSTICS
1.2.2. NORTHEAST GASTRO - exp 5/21
1.2.2.1. DR J YOO
1.2.3. GREATER HAZLETON GASTRO exp 5/21
1.2.3.1. DR J. YOO
1.2.4. NORTHERN NJ GASTRO
1.2.4.1. DR S. KAHLAM
1.2.5. TWIN RIVERS UROLOGY exp 01/21
1.2.5.1. DR, J. ANTARIO
1.2.6. NJ PODIATRY GROUP
1.2.6.1. DR H. ORNSTEIN
1.3. INVESTMENT INCOME
2. EXPENSES
2.1. PERSONAL EXPENSES
2.1.1. FOOD
2.1.1.1. GROCERIES
2.1.1.2. DINING OUT
2.1.2. CLOTHING
2.1.2.1. PURCHASES
2.1.2.2. DRY CLEAN / LAUNDRY
2.1.3. TRAVEL
2.1.3.1. AUTO TITLES / INSURANCE
2.1.3.2. AUTO SERVICE MAINT.
2.1.3.3. AAA MEMBER / EZPASS TOLLS
2.1.4. HEALTH EXP.
2.1.4.1. HOSPITAL SERVICES
2.1.4.2. PHYSICIAN / DENTAL SERVICES
2.1.4.3. REHAB SERVICES
2.1.4.3.1. PULMONARY REHAB
2.1.4.4. PHARMACY EXPENSES
2.1.4.4.1. MEDICATION EXPENSES
2.1.5. INSURANCE
2.1.5.1. HEALTH INS:
2.1.5.1.1. CTL - AETNA
2.1.5.1.2. BLL - GENWORTH
2.1.5.2. HEALTH INS.: AARP HOSP.
2.1.5.3. PERS LIABILITY / LIFE INSURANCE
2.1.5.4. DELTA DENTAL INSURANCE
2.1.5.5. AARP HOSPITAL INDEMNITY
2.1.6. RECREATION EXP.
2.1.6.1. MBC CLUB EXPENSES
2.1.6.2. VACATION EXPENSES
2.1.6.3. BOOKS/PERIODICALS EXP
2.1.7. CHARITABLE GIFTS
2.1.7.1. NAVIGATORS MINISTRY
2.1.7.2. ST. JUDES CHILDRENS HOSP
2.1.7.3. NAVESINK MARITIME HERIT. ASSN
2.1.7.4. ALUMNI ASSOCIATIONS
2.1.7.4.1. BOSTON LATIN SCH
2.1.7.4.2. HARVARD COLLEGE
2.1.7.4.3. UNIV BUFFALO SCH MED
2.1.8. FINANCIAL / LEGAL SERVICES
2.1.8.1. CPA TAX SERVICES
2.2. BUSINESS EXPENSES
2.2.1. BUSINESSS TRAVEL
2.2.1.1. PUBLIC TRANSPORT
2.2.1.2. AUTO TRAVEL EXPENSES
2.2.1.3. AUTO INSURANCE
2.2.1.4. AUTO MAINTENANCE
2.2.2. OFFICE EQUIPMENT. MATERIALS / SUPPLIES
2.2.2.1. COMPUTER SYSTEM EXPENSES
2.2.2.2. OFFICE DESK / FILE SUPPLIES
2.2.2.3. INTERNET / FAX SERVICES
2.2.2.3.1. COMCAST INTERNET
2.2.2.3.2. INTERNET FAX SERVICES
2.2.2.4. CELL PHONE EQUIP./SERVICES
2.2.2.4.1. VERIZON MOBILE CTL
2.2.3. LICENSURE / CREDENTIALS
2.2.3.1. MED. LIC. FEES, RENEWALS
2.2.3.1.1. NY
2.2.3.1.2. NJ
2.2.3.1.3. PA
2.2.3.2. EDUCATION EXPENSES
2.2.3.2.1. CONT. MED. ED
2.2.3.3. MALPRACTICE INSURANCE
2.2.3.3.1. COVERYS INSURANCE
2.2.3.4. PROFESSIONAL DUES
2.2.3.4.1. AMA
2.2.3.4.2. CAP
2.2.3.4.3. ASCP
2.2.3.4.4. NJSP
2.2.4. BUS. FINANCE / LEGAL SERVICES
2.2.4.1. FINANCIAL SERVICES
2.3. HOUSEHOLD EXPENSE
2.3.1. BLDG / GROUNDS
2.3.1.1. ATL HLNDS STORAGE
2.3.1.2. POOL MAINT. EXPENSES
2.3.1.3. LANDSCAPE EXPENSES
2.3.1.4. BLDG. REPAIRS/ REMODELING
2.3.1.5. HEATING SYSTEM / FURNACE
2.3.2. UTILITIES
2.3.2.1. COMCAST CABLE INTERNET
2.3.2.2. NATURAL GAS HEATING
2.3.2.3. FIRST ENERGY ELECTRIC
2.3.2.4. TWP. SEWER AUTHORITY
2.3.2.5. NJ AMERICAN WATER
2.3.3. MORTGAGE LOAN
2.3.3.1. STATE FINANCIAL NETWORK
2.3.3.1.1. BELFORD
2.3.3.1.2. RED BANK
2.3.3.2. REFINANCE EXPENSES
2.3.4. HOMEOWNERS INSURANCE
2.3.4.1. BELFORD - CUMBERLAND INSURANCE GROUP
2.3.4.2. RED BANK - ALLSTATE HOMEOWNER INS
3. FINANCIAL RECORDS
3.1. BANK RECORDS
3.1.1. FMFCU CHECKING
3.1.2. FMFCU SAVINGS ACCT
3.1.3. FMFCU MONEY MARKET
3.2. CREDIT CARD RECORDS
3.2.1. AMERICAN EXPRESS GOLD
3.2.2. BARCLAY MASTERCARD
3.3. TAX RECORDS
3.3.1. INCOME TAX
3.3.1.1. IRS INCOME
3.3.1.2. NJ INCOME
3.3.1.3. PA INCOME
3.3.2. PROPERTY TAX
3.3.2.1. NEW JERSEY
3.4. RETIREMENT RECORDS
3.4.1. SOC SEC
3.4.1.1. SSA CTL
3.4.1.2. SSA BLL
3.4.2. TRINITY HEALTH PENSION
3.4.3. DELAWARE LIFE ANNUITY
3.4.4. FIDELITY & GUARANTY ANNUITY
3.4.5. VANGUARD IRA BLL
3.4.6. VANGUARD IRA CTL
3.4.7. VANGUARD 403B CTL
3.5. BUDGET RECORDS
3.5.1. EVERY DOLLARY 2020
3.6. LEGAL RECORDS
3.6.1. WILL AND TESTAMENT
3.6.1.1. CTL
3.6.1.2. BLL
3.6.2. PROPERTY TITLE
3.6.3. AUTO/BOAT TITLES