Remove Finance Remove Financial Goals Remove Organization Remove Personal Finance
article thumbnail

My 2020 Financial Goals & A Recap of 2019

Family Balance Sheet

ALSO our 2019 Financial Goal!). In 2019, I chose a word that encapsulated our financial goal for the year and other habits that I wanted to work on. My outlook on our finances is a bit different now that we tackled paying off our non-mortgage debts. We knocked this out of the park. Can you believe it?

article thumbnail

Family Office Manager

Family Balance Sheet

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. While I was still helping my husband from home with his business, I felt like I wasn’t contributing to our finances and that drove me crazy. Implement our Debt Freedom Plan.

Office 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Designate a Family Office Manager | Marriage & Money

Family Balance Sheet

Even though I was helping my husband from home part-time with his business, I still felt like I wasn’t contributing to our finances and that drove me crazy. But chapter 17 helped me realize that I could contribute substantially to our finances–just in a different way. No surprise there; I write a blog about family finances.

Office 182
article thumbnail

Financial Tasks for First Quarter

Prairie Eco-Thrifter

Our personal finances obviously require attention all year long. I clean up the electronic and paper files and start organizing the information our accountant will need to do our taxes. Clean out and organize paper files for personal finances. Set financial goals for the year.

article thumbnail

How to Manage Different Investment Risk Tolerances Between Spouses

Prairie Eco-Thrifter

It was developed by two university personal finance professors one at Virginia Tech and the other at Kansas State University. Set your financial goals. In order to meet some financial goals, you must take some level of risk. In order to meet some financial goals, you must take some level of risk.

article thumbnail

P.E.P. for Week of January 31- February 4/11- Superbowl Edition

Prairie Eco-Thrifter

Retirement lingo can get confusing if you are just starting out learning about finances. I can say though that by using a money management program you are more likely to stick to your budget and your financial goals. Young and Thrifty gives us tips on how to pick a good financial advisor. Which letters best describe you?

January 113
article thumbnail

Find out how Maureen Paid off $79,540 in Credit Card & Student Loan Debt

Family Balance Sheet

Besides writing on my personal finance blog, A Debt Free Stress Free Life, I’m an adjunct professor at a local college and own a residential and commercial cleaning business. Keep wallet clean and organized. What are your financial goals now? Boring I know, but I’m a home body so it works for me.

Debt 100