Remove 2018 Remove Communications Remove Refinancing Remove Research
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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. We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free. He often takes the lead with research and comparison shopping for these big purchases.

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