Family Balance Sheet
SEPTEMBER 17, 2021
In fact, it was one of my 2020 financial goals. Our Family’s Vital Information Binder: Cover page – The very first page points family members to vital numbers and locations of important documents. Info about where to find our important documents, such as passports, ss cards, birth certs, and our will.
Family Balance Sheet
OCTOBER 31, 2014
On October 1, I embarked on a month long series, 31 Days to Organize Your Finances. It was my goal to help you have a detailed financial plan for your family by the end of the month. And I think I achieved my goal, but I’ll be honest, towards the end of the month I was ready to talk/write/read about other topics.
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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. I’m a firm believer that finances should be organized and neat, and my Family Balance Sheet helps us keep track of our finances in one tidy spreadsheet.
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. Set aside some time to purge & organize your office.
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. Organize your financial paperwork. When was the last time you reviewed them.
Prairie Eco-Thrifter
FEBRUARY 23, 2016
I clean up the electronic and paper files and start organizing the information our accountant will need to do our taxes. Clean out and organize paper files for personal finances. After 44 years of marriage, we have collected quite a bit of financial information. Update my ‘locations’ document.
Savings Corner
DECEMBER 24, 2023
Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. Here’s what financial planning is all about and what you need to know to get started. What is a financial plan? These are some of the largest issues when it comes to financial planning.
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