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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. I cried for days and we celebrated the occasion with a family cruise a few months later. Get out the shovel!

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Family Office Manager

Family Balance Sheet

Stanley’s book, Millionaire Women Next Door: The Many Journeys of Successful American Businesswomen, and I had an aha moment. Chapter 17 in this book is titled, “Why not run the family office?” Hmmm, I wonder if the Kennedys have a family office? No surprise there; I write a blog about family life and finances.

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What are YOUR Financial Goals? | 31 Days to Organize Your Finances

Family Balance Sheet

By the end of the month, my goal is to help you have a detailed financial plan for your family. Today’s assignment: List your SMART financial goals. Earlier this year, my husband and I wrote a specific list of financial goals and named it Our Debt Freedom Plan. Is it to pay off your house?

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8 Action Steps for a Frugal February!

Family Balance Sheet

How are you doing with the financial goals you made for 2023? Unfortunately, many people abandon their New Year’s goals by mid-January and everything goes downhill from there. The goal of Frugal February is NOT to feel deprived, but rather to find creative ways to get through the month without unnecessary spending.

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My Word for 2021

Family Balance Sheet

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. Read: My 2020 Financial Goals. Cautiously, we’re turning our attention back to our savings goals. Enter 2021.

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Designate a Family Office Manager | Marriage & Money

Family Balance Sheet

Chapter 17 in this book is titled, “Why not run the family office?” ” Stanley wrote about Susan, a wife and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions. She treated her role like a job and helped her family achieve financial independence.

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Frugal February

Family Balance Sheet

How did you do with your financial goals in January? We have only one financial goal for 2019 and we made some progress in January. It was a great feeling to make that payment, and to continue the momentum I want to double down on our financial goal. The goal of Frugal February is NOT to feel deprived, .

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