Family Related Topics 
Family Balance Sheet
FEBRUARY 19, 2022
Chapter 17 in this book is titled, “Why not run the family office?” In highly affluent circles, a family office is a private wealth management firm that manages the finances and investments for the ultra-wealthy and their families. Hmmm, I wonder if the Kennedys have a family office?
Family Balance Sheet
AUGUST 21, 2020
Let me show you how to create a Family Balance Sheet. I’m a firm believer that finances must be organized and neat, and a Family Balance Sheet helps you keep track of your finances in one tidy spreadsheet. My mission is to help families increase their assets, reduce their liabilities, and grow their net worth.
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Family Balance Sheet
SEPTEMBER 17, 2021
Creating a family vital information binder is an important project that you should add to your urgent to-do list. For me, it wasn’t about making my life easier, but rather, making my family’s life easier if they needed vital information in the case that I am incapacitated or just not available. IT WAS TIME WELL SPENT!
Family Balance Sheet
DECEMBER 29, 2020
My mission has always been to help families build a strong financial plan, gain confidence with their money, and live the life of their dreams. That is why I created Family Budget Spreadsheets — a bundle of spreadsheets that we personally use to plan and budget our money. Weekly Menu & Grocery List Planner (pdf).
Family Balance Sheet
APRIL 11, 2020
Like many across the globe, my family’s finances are a bit unstable due to the Coronvius Pandemic. My second prayer is that my family gets through this crisis financially. More family time! My family has eaten together almost every night during this time. Connecting with friends and family near and far.
Family Balance Sheet
FEBRUARY 6, 2021
January 2021 was a month of extremes in my family’s finances. We’re converting our basement to a family room area and the original family room (in the pic above) is becoming a home office. The post Our Family Finances Update: January 2021 appeared first on Family Balance Sheet.
Family Balance Sheet
MARCH 9, 2018
I’ve been working behind the scenes on a tool that I personally use to track and organize our finances: Family Budget Spreadsheets. This blog was based on my very first spreadsheet, the Family Balance Sheet. That first family balances sheet sparked my love for spreadsheets, and over the years I created many more out of necessity.
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