Family Balance Sheet
JANUARY 20, 2023
Did you make 2023 financial goals ? We decided on one big audacious financial goal for the year, and it’s a doozy! The last time we wrote numbers-driven financial goals was 2019. That was the year that we made the goal of paying off the last of our non-mortgage debts and we achieved it by September of that year.
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. You’ll know how much is in your checking and savings accounts and your retirement accounts.
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Family Balance Sheet
MAY 21, 2021
Did you make a goal to pay off debt this year? For many years, we made a yearly goal to chip away at our six figures of non-mortgage debt. If debt freedom is your goal , what can you accomplish THIS year? Your first assignment: Take the first step and calculate your debts by using my FREE Family Balance Sheet.
Family Balance Sheet
JANUARY 11, 2019
In previous years, I would create a long list of financial goals, only to have little accomplished by the end of the December. I almost stopped writing goals down altogether. In 2018, we decided to focus on just 2 main financial goals and before I share my 2019 goals I thought I would give you a recap on 2018.
Family Balance Sheet
DECEMBER 29, 2020
Saving more money is one of the top resolutions that people make…after getting in shape and eating healthier. 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. This blog was based on my very first spreadsheet, the Family Balance Sheet.
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? Implement our Debt Freedom Plan.
Prairie Eco-Thrifter
DECEMBER 1, 2014
One of the best ways to do that is to set realistic goals. In fact, one of my favorite things to do at the end of December each year is to set financial goals for the new year. I’m convinced that I’ve had such good luck achieving many of my financial goals because I write them down and keep myself accountable.
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