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Family Office Manager

Family Balance Sheet

After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. I created this spreadsheet many years ago as a way to communicate our finances to my husband and I continue to update it and review it with him monthly. His primary focus is growing and maintaining his business.

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Top 8 Notables of Retail 2017

For the Mommas

This is a trend to continue watching in 2018 – I know we are curious to see who else takes advantage of it! A wise and sound research study by IHL group, clarified reality behind the fog of headlines with the report “ Debunking the Retail Apocalypse “ The report showed that in 2017 there were 1,326 net retail openings.

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