Family Balance Sheet

JANUARY 17, 2018

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. What are your financial goals for 2018 and beyond?

Financial Goals 113

Financial Goals Goals 2018 Debt 113

Family Balance Sheet

MARCH 11, 2021

Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. As the family office manager of my home, I needed a succinct way to discuss our finances with my husband. Organize your Financial Documents.

Finance 130

Finance Cleaning Goals Insurance 130

Family Balance Sheet

SEPTEMBER 17, 2021

I am my family’s office manager. In that role, I manage all of the day-to-day details regarding our financial accounts, from our personal checking to our retirement and everything in between. In fact, it was one of my 2020 financial goals. I had all of this info scattered in my brain and in different file folders.

Family 130

Family Financial Goals 2020 Insurance 130

Family Balance Sheet

MARCH 12, 2015

Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Clean Up Your Office Space. method when you wrote them?

Finance 100

Finance Cleaning Financial Goals Goals 100

Family Balance Sheet

APRIL 1, 2011

Welcome in the beauty of the season with 5 Steps to Spring Cleaning Your Finances Review your 2011 Financial Goals. Did you make some financial goals for 2011 back in January? Take some time this month to review your goals. Clean your home office or work space. Organize your financial paperwork.

Finance 127

Finance Financial Goals Goals Credit 127

Family Balance Sheet

OCTOBER 31, 2014

Day 2: What are Your Financial Goals. Day 23: Organize Your Financial Documents. Day 27: Designate a Family Office Manager. During the series, we talked about cash flow, budgets, debts, and all of the nitty gritty of our finances that might not be fun to talk about, but are so important to discuss.

Finance 100

Finance Organic Organization Emergency Fund 100

Savings Corner

APRIL 4, 2024

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Insurance 52

Insurance Life Insurance Homeowner Insurance Cars 52