Family Balance Sheet
MARCH 11, 2021
Did you use the S.M.A.R.T. I developed our first family balance sheet many years ago and I still use it today. 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. Organize your Financial Documents. auto insurance.
Prairie Eco-Thrifter
FEBRUARY 23, 2016
Update my ‘locations’ document. Our estate plan includes a trust for each of us. I try to prepare them for the inevitable by providing an updated ‘locations’ document each year to each of them. Update our marriage timeline document. Our sons are our successor trustees.
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Savings Corner
APRIL 4, 2024
To help readers understand how insurance affects their finances, we have licensed insurance professionals on staff who have spent a combined 47 years in the auto, home and life insurance industries. Power for auto, home, or life insurance New What’s new with Lemonade? for auto insurance.
Family Balance Sheet
MARCH 12, 2015
When reviewing your goals, did you use the S.M.A.R.T. 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. When was the last time you shopped around for home owner’s or auto insurance?
Savings Corner
APRIL 4, 2024
To help readers understand how insurance affects their finances, we have licensed insurance professionals on staff who have spent a combined 47 years in the auto, home and life insurance industries. At a glance BEST HOME INSURANCE COMPANY OVERALL (TIE) 4.1 The averages below are most useful for comparison purposes.
Savings Corner
APRIL 4, 2024
To help readers understand how insurance affects their finances, we have licensed insurance professionals on staff who have spent a combined 47 years in the auto, home and life insurance industries. Wind mitigation discount: If your home has documented wind-damage mitigation features, you could qualify for a lower rate.
Prairie Eco-Thrifter
JULY 16, 2017
All of your estate planning needs to head in the same direction and should be reviewed in whole to insure that the distributions you intend to make are actually clear in the documents. Grandchildren inherit but can’t get use of the money. You assume your child will be of legal age when you die. They money gets lost.
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