Family Balance Sheet

JANUARY 11, 2019

In previous years, I would create a long list of financial goals, only to have little accomplished by the end of the December. I almost stopped writing goals down altogether. In 2018, we decided to focus on just 2 main financial goals and before I share my 2019 goals I thought I would give you a recap on 2018.

Financial Goals 100

Financial Goals Goals 2019 Health Insurance 100

Family Balance Sheet

JANUARY 4, 2016

But, I’m ready to take on 2016! We have new financial goals for this year. While we made considerable headway in 2015 with reducing our debts, we missed our goal of paying off a loan by the end of the year. Instead of December, we now should have it paid off by the end of this February. My Themes for 2016: 1.

2016 100

2016 Money Financial Goals Debt 100

Family Balance Sheet

DECEMBER 29, 2020

I knew it was coming because we hadn’t planned for all of the gifts we bought in December and used a credit card to pay for them. In 2016, we had some appliances that were starting to not work very efficiently. Financial Goals – Use this spreadsheet to quantify your financial goals for the current year and years to come.

Budgeting 130

Budgeting Budget Family Property Taxes 130

Family Balance Sheet

OCTOBER 18, 2019

2016 & 2017 Update. Our 2019 Financial Goal. Happy New Year’s 2019: In January 2019, we were down to one final non-mortgage loan, so we created just one financial goal for the year—-to pay off that last non-mortgage debt by December. We can now move on to other financial goals.

Debt 100

Debt 2019 Financial Goals Emergency Fund 100

Family Balance Sheet

FEBRUARY 10, 2017

As I reflect back to January 2016, I started that year pretty determined to pay off the balance of our non-mortgage debts. And we were on a roll in January 2016. Unfortunately, we did not hit that goal and in part, have made some major changes to our Debt Freedom Plan. Oh, and I turned 47 and my husband turned 55 in 2016.

Debt 100

Debt 2017 Student 2016 100

Family Balance Sheet

FEBRUARY 9, 2018

However, on November 1, 2016, we logged on to healthcare.gov to renew for 2017 and found premiums had doubled and the options were limited. On the spreadsheet below, you’ll see that the December bills were quite high. Our main financial goal for 2018 is to save $10k for our Annual Household Portion with Medi-Share.

Health Insurance 113

Health Insurance Insurance 2017 Bills 113