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?

Office 130

Office Family Finance Kids and Family 130

Family Balance Sheet

OCTOBER 16, 2017

Family Balance Sheet , the website, turns 9 in October 2017, but Family Balance Sheet, the spreadsheet, turns 14. The spreadsheet listed our short-term and long-term account balances, our debts, and our short-term and long-term financial goals. October is a big month for me. I met my husband in October.

Family 100

Family Financial Goals Debt Calculators 100

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.

Goals 52

Goals Debt Taxes Insurance 52

Family Balance Sheet

FEBRUARY 10, 2017

It turns out this was the best decision for our family. It wasn’t that we had friction over money in our marriage, but as the business & Family Office Manager , I had taken on the stress of that cash flow crisis and tried to work it all out by myself. Celebrate with an epic family trip. Destination TBD!

Debt 100

Debt 2017 Student 2016 100