Family Balance Sheet

MARCH 11, 2021

I’m going to be spending the next few weeks giving my family’s finances a good spring cleaning. 7 Ways to Spring Clean Your Finances. As the family office manager of my home, I needed a succinct way to discuss our finances with my husband. Organize your Financial Documents. Review your Yearly Goals.

Finance 130

Finance Cleaning Goals Insurance 130

Family Balance Sheet

MARCH 12, 2015

7 Ways to Spring Clean Your Finances. I developed our family balance sheet years ago when I needed a way to talk to my husband about our finances. Organize your Financial Documents. If you have a lot of paper financial documents that you’re not sure what to do with, read How Long Should Keep You Financial Documents.

Finance 100

Finance Cleaning Financial Goals Goals 100

Saving With Shellie

MARCH 25, 2013

There are a few years when we do some funky things with the finances and think it’s best to go the CPA route. Tax time is one of the leading times for identity theft. They offer document destruction services when you can shred sensitive materials. That’s just 21 day people – 21 days! Are you finished?

Giveaway 45

Giveaway 2012 Taxes Identity Theft 45

Saving Cents With Sense

DECEMBER 15, 2012

LifeLock provides enhanced, online reporting of identity theft threats and advanced checking and savings account application alerts. Other identity theft protection providers may have a certain service that fits your needs, so do the research to find the right company. Documenting Donations. All rights reserved.

Giving 75

Giving Taxes Identity Theft Donation 75