Savings Corner

DECEMBER 24, 2023

Financial planning is any type of strategizing around the financial aspects of your financial life. These areas range from the basics such as budgeting to more complex areas such as saving and investing for retirement as well as estate planning for the distribution of your assets. What is a financial plan?

Goals 52

Goals Debt Taxes Insurance 52

Family Balance Sheet

FEBRUARY 19, 2022

Today at age 50+, I still optimize our cash flow, but my focus is shifting towards saving with our daughters’ future education costs, building our net worth, and planning for our retirement years. We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free.

Office 130

Office Family Finance Kids and Family 130

Family Balance Sheet

FEBRUARY 10, 2017

” To get through that time, we crafted our Debt Freedom Plan , based on Dave Ramsey’s Baby Steps, but tailored to meet our own needs and self-employed lifestyle. At that time, I couldn’t cash flow the office budget, home budget, our loans, and retirement savings. Our goal is still debt freedom.

Debt 100

Debt 2017 Student 2016 100