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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. But after that, our goals were not as specific. We have a number that we want to save for each daughter.

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Family Office Manager

Family Balance Sheet

Instead, he shared the story about Susan, a wife, and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions. Over the years, my FOM duties included: Review the day-to-day/month-to-month budget and spending for our household. Update budgeting software on a regular basis.

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I Just Graduated. Isn’t It Too Early to Talk About Life Insurance? – Life Happens

Savings Corner

Life insurance may not seem like a priority right now, especially with competing financial concerns, such as saving for your first big purchases or paying off your student loans. Entering the Job Market If you’ve just started looking for a job, you may also be putting together a budget for the first time. Watch her story here.

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Marriage and Money: 5 Tips To Reduce the Money Arguments

Family Balance Sheet

My husband and I have equal footing when it comes to money decisions, even though my husband is currently the primary income earner. Make Clear Financial Goals {Together}. Take some time to discuss your family and marriage's financial goals. Or save money for a trip to Walt Disney World ? Or buy a home?

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Designate a Family Office Manager | Marriage & Money

Family Balance Sheet

” 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. Review budget and spending. How can I reduce the grocery budget?

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Meet Amanda & Daniel. They Paid Off $68,000 in Debt in 8 Months.

Family Balance Sheet

What are your top 3 – 5 tips for saving money/pinching pennies to put towards paying off your debt. We ate at home a lot and watched our food budget carefully. We still allotted a lot of money for food, but we were careful not to go too far over budget. When something unexpected comes up we have another budget meeting.

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Meet Doug & Laura. They Paid off $23,000 in 16 Months. | Debt Free Stories

Family Balance Sheet

He took all of our financial information and put together a plan for us to get out of debt as fast as possible. Because we wanted to get out of debt as fast as possible, we stopped saving money after we had an emergency fund in place. Look over your current budget. Meet with a financial advisor. Actually making a budget!

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