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Family Office Manager

Family Balance Sheet

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. After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household.

Office 130
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Our 2017 Debt Freedom Plan Update

Family Balance Sheet

And I continued to build this website. Over the years, we took advantage of low interest rates and refinanced and transferred the loan several times. The student loan should be paid off by the end of 2018. Projected pay off date December 2018. Build up our Emergency Funds to 3-6 months of expenses. Destination TBD!

Debt 100