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Family Office Manager

Family Balance Sheet

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?

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Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

Family Balance Sheet , the website, turns 9 in October 2017, but Family Balance Sheet, the spreadsheet, turns 14. In fact, our family’s balance sheet now includes 10 additional spreadsheets that I have created over the years. What do the next 10-15 years have in store for my family? October is a big month for me.

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What Is Financial Planning? | Bankrate

Savings Corner

Investments – How can you save and invest to grow wealthy? That may involve going back to the basics of budgeting so that you’re living below your means or refinancing your debt so that you can work toward paying off your debt. Debt reduction – How much do you need to pay down and how can you do it?

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Best Way to Consolidate Debt Without Hurting Credit – Smart Money Moves For Moms

Penny Pinchin' Mom

This means taking all or most of your loans and then refinancing them into a single loan held by one lender, making it easier and often cheaper to pay off. If you only have the past and no current, lenders get a bit skittish. What Is Debt Consolidation? In simple terms, debt consolidation means gathering all your debts under one roof.

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