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.
Family Balance Sheet
JANUARY 17, 2018
Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. Our 2 Main Financial Goals for 2018: 1 – Finish the will.
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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? Project short-term cash needs.
Family Balance Sheet
JANUARY 3, 2012
On Christmas day, my husband and I spent 4 hours together traveling in a car to visit his family. The kids were in the back seat watching a movie and we were in the front seat reviewing 2011 and strategizing for the upcoming year. Our 2012 Financial Goals. We have set a goal date of July 2015 to pay off all of our debt.
Family Balance Sheet
JUNE 4, 2015
I manage the finances for our business and our family and by August 2013, I felt the weight of the situation. On top of our normal day to day expenses, the new property taxes were due, we had more ownership expenses than we realized, and we had a family to feed. I wasn’t sure how I was going to pay for everything that month.
Family Balance Sheet
OCTOBER 15, 2021
Right before the pandemic started, I opened 529 College Savings Accounts for our daughters. My oldest was in eighth grade and one of my goals for 2020 was to start saving consistently for both daughters’ college education. My Upromise strategy will help with our goal. Hello, 2020. 108 Months X $72 = $7,776!
Family Balance Sheet
MAY 25, 2019
On the 25th of every month from January to November in 2019, I will hold a virtual meeting on the blog to give updates on our progress, motivate one another, and help all of us save for a cash Christmas. My monthly goal is $100. I added the check to our savings. I made enough to put $50 in our Christmas Savings account.
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