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Our 2018 Financial Goals

Family Balance Sheet

Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. Our 2 Main Financial Goals for 2018: 1 – Finish the will.

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How We Frugal-ed in June 2023

Family Balance Sheet

Instead, I look for creative ways to save my family money in all aspects of our lives. My goal has always been to live well on less while achieving our big financial goals. 2 – We opened up high-interest savings accounts and earned $250 in interest. Frugal living is not about deprivation.

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2012 Financial Goals

Family Balance Sheet

We talked through some issues and opportunities for our business and our personal, family, and financial goals. Our 2012 Financial Goals. We have set a goal date of July 2015 to pay off all of our debt. Start a Car Replacement Savings Account. Start College Savings Accounts for our Girls. Finish Will.

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How We’re Using Upromise to Save for College

Family Balance Sheet

Right before the pandemic started, I opened 529 College Savings Accounts for our daughters. My oldest was in eighth grade and one of my goals for 2020 was to start saving consistently for both daughters’ college education. My Upromise strategy will help with our goal. Hello, 2020.

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A Goal Without a Plan is Just a Wish

Family Balance Sheet

We had our daughters later in life and at a crucial time in our lives, I stopped our retirement contribution. At my age, my parents had 20 years of kid-free living ahead of them to focus on their own career goals and to save for their retirement. I wasn’t sure how I was going to pay for everything that month.

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Medi-Share Update: One Year Later

Family Balance Sheet

After that first update we thought our daughter was in the clear and our medical drama was behind us. However, that all changed the end of November when my daughter called me from school that she had a reoccurrence. We had high deductible health plans from 2004 – 2016 and contributed many years to a health savings account.

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My Binder System for Organizing Some Important Areas of My Office and My Life

Family Balance Sheet

My financial binder holds my monthly to-do list , my yearly goals, our Family Balance Sheet , our family budget, and our business budget and statistics. I keep separate binders for our Business Expenses & Statements , Business Taxes , Health Savings Account , Retirement , my passwords (with alphabet tabs), and Workouts.

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