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Our 2023 Financial Goals

Family Balance Sheet

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.

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How to Create a Family Balance Sheet + Get a FREE one for your family!

Family Balance Sheet

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. Debts still need to be paid, cars will need new parts, homes will need to be repaired, and kids will need braces.

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My Personal Goals for 2018

Family Balance Sheet

2017 was a great year, but for some reason I did not create personal goals for myself last January. Everyone who rocks goals talks about accountability, so this year I’m sharing a few top personal goals that I made for myself and I’ll update you throughout the year on my progress. These are just my personal goals.

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2012 Goals: Personal & Family

Family Balance Sheet

My husband and I had a four hour drive on Christmas day to visit his family. Recently, we were discussing that when the two of us write down our joint goals, we nail them every time. Recently, we were discussing that when the two of us write down our joint goals, we nail them every time. My Personal Goals.

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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? Project short-term cash needs.

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I Achieved at Least One 2012 Goal

Family Balance Sheet

Back in January of this year, I made a bold list of personal goals. Today, I'm happy to report that this past weekend, I achieved one of those goals. won't get into the status of the other goals, that is not important at this time. Back in 2011, I made a goal to run a half marathon. My kids were in heaven.

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Family Travel Destinations: U.S. National Parks

Family Balance Sheet

As a family, we have dreams of traveling extensively throughout the United States. And with travel comes planning, both financial and logistical, so my goal is to create a database of travel bloggers’ reviews of the U.S. My goal for this post is to become a database of informational posts and reviews of U.S.

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