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Our 2023 Financial Goals

Family Balance Sheet

Did you make 2023 financial goals ? We decided on one big audacious financial goal for the year, and it’s a doozy! The last time we wrote numbers-driven financial goals was 2019. It was a momentous occasion that was many years in the making. How will we make these goals?

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My Word for 2021

Family Balance Sheet

After 2019, I had a lot of hope for finding a word for 2020 but struggled to find one that was meaningful to me. After writing some financial goals that had a lot to do with researching topics, such as retirement and college savings strategies, I realized that maybe my word for 2020 was READ. Enter 2021.

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Family Vital Information Binder

Family Balance Sheet

This binder stores ALL of your financial information in one location. For me, it wasn’t about making my life easier, but rather, making my family’s life easier if they needed vital information in the case that I am incapacitated or just not available. In fact, it was one of my 2020 financial goals.

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My 2020 Financial Goals & A Recap of 2019

Family Balance Sheet

ALSO our 2019 Financial Goal!). The last loan was his student loan and I wanted him to make that final payment. This will always be a work in progress and you’ll understand why it will be more crucial for me when you read my 2020 goals below! Moving on to 2020! Bring it, 2020!

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What Is Financial Planning? | Bankrate

Savings Corner

Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. Here’s what financial planning is all about and what you need to know to get started. What is a financial plan? These are some of the largest issues when it comes to financial planning.

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Create your debt freedom plan

Family Balance Sheet

He makes it really simple and you should Google it if you haven’t heard of his steps. We chose the name, Our Debt Freedom Plan , and we referred to it often when we needed to make financial decisions. Something happens mentally when you WRITE down your goals and plans for execution. He calls it his 7 Baby Steps.

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23 Passive Income Ideas To Help You Make Money In 2023

Savings Corner

It’s easy to find a qualified financial advisor to guide you through life’s most important financial decisions. Try Bankrate’s free AdvisorMatch service to quickly get connected to a CFP® professional who can help you achieve your financial goals. And to make good money from it, it has to be great.

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