Family Balance Sheet

FEBRUARY 6, 2021

January 2021 was a month of extremes in my family’s finances. Finding extra cash is a fun game for me and this month has been our biggest month yet. This money gets sent automatically to the 529 accounts we set up for our girls in 2020. I started searching and test drove a pre-owned Highlander in January 2020.

Finance 130

Finance January Family 2020 130

Family Balance Sheet

MAY 6, 2020

For many households, their finances and budgets are in limbo. My family’s finances have also been affected. As the Family Office Manager , I handle the day-to-day finances for our family and I needed a way to communicate our finances to my husband. January & February 2020 – Life is good!

Debt 130

Debt Emergency Fund 2007 2020 130

Family Balance Sheet

JUNE 22, 2020

How we got to six figures of non-mortgage debt: In the summer of 2012, we found an opportunity to purchase an office building for our small business. We had been renting for over 10 years and we were ready to find a property to move our business to and eventually build our net worth. Everything looked great on paper.

Debt 130

Debt Health Insurance Insurance Budgeting 130