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Where is Your Money Going? | 31 Days to Organize Your Finances

Family Balance Sheet

Welcome to 31 Days to Organize Your Finances. Try to finish by the end of this Saturday (10/11), because you’ll need this information for next week’s assignments. To begin, gather all of your recent bills, receipts, checking & savings account statement, and/or credit card statements. 3 Steps To Help You.

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How I Organize My Paper Files and Filing Cabinet

Family Balance Sheet

Instead I've kept the cabinet organized and up to date. I've organized all of our major categories and then I use sub-files within each cateogry. Although, I don't bother keeping month end statements any more, because our banks have that information on line for the last 5 years. I thought that was a swell idea. Thanks, Celia!

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

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. Tangible Assets would be the VALUE of your home.

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3 Simple Office Supplies for Smooth Tax Prep

Family Balance Sheet

I keep our paper work organized and QuickBooks updated through out the year, so that when January rolls around, I only need to pull together the year end statements as they arrive in the mail. My desk might look like a mess (occasionally), but I do keep important financial paperwork organized. 3 Simple Office Supplies. inch binder.

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Why We Chose Medi-Share, an affordable solution to traditional health insurance

Family Balance Sheet

The new monthly payment would have left us ‘insurance poor’ On top of that bombshell discovery, we realized the insurance plans that were being offered to us were NOT compatible with a health savings account, a tax deductible savings vehicle offered to those with high deductible health plans.

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3 Different Ways to Plan for Your Family’s Future

Prairie Eco-Thrifter

Depending on how organized you are with your money, you may already have an accurate depiction of your budget. Look at your current savings as well. If you do not have enough saved up to cover your expenses for at least one full year, you should carefully funnel your funds into your savings account.

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Give Now, Save Later: How Charitable Giving Affects Taxes

Saving Cents With Sense

And, unfortunately, charitable giving this time of year brings out scam artists willing to take advantage of a person’s generosity, so taking extra caution to protect your sensitive information is important. The Internal Revenue Service (IRS) provides a link to verify an organization’s status. Documenting Donations.

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