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.

Finance 130

Finance Cleaning Goals Insurance 130

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? Taxes – How can you minimize your tax bill and ensure the money is there when you need it?

Goals 52

Goals Debt Taxes Insurance 52

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.

Finance 100

Finance Cleaning Financial Goals Goals 100

Prairie Eco-Thrifter

FEBRUARY 23, 2016

Of course, there are some tasks that are dictated by others, such as when we must pay taxes or submit certain information to government entities. 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.

Personal Finance 100

Personal Finance Finance Financial Goals Life Insurance 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. Organize your financial paperwork. When was the last time you reviewed them.

Finance 127

Finance Financial Goals Goals Credit 127

Savings Corner

DECEMBER 24, 2023

Get started: Define your personal and financial goals. You may need to submit additional paperwork as your lender completes the process, such as bank statements, tax returns or additional proof of income, so keep your paperwork organized. Keep your finances and credit in good shape from preapproval until closing day.

Real Estate 52

Real Estate Buy Buying Credit 52