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Our Family Finances Update: January 2021

Family Balance Sheet

We received a $300 reimbursement from our Aflac supplemental policy for an injury my daughter sustained at volleyball in the fall. Credit cards are a tricky subject and we pay off the balance every month, so I will write more about this soon. This money will go towards paying the actual medical bills from the injury.

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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.

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