Family Balance Sheet

FEBRUARY 19, 2022

Chapter 17 in this book is titled, “Why not run the family office?” In highly affluent circles, a family office is a private wealth management firm that manages the finances and investments for the ultra-wealthy and their families. Hmmm, I wonder if the Kennedys have a family office? Implement our Debt Freedom Plan.

Office 130

Office Family Finance Kids and Family 130

Family Balance Sheet

OCTOBER 18, 2019

Our Debt Freedom Plan has been a long winding road. The journey started in 2012 when we bought an office building for our business and then found ourselves with a lot of debt and not enough cash flow. From what we learned in the course, we wrote our Debt Freedom Plan. 2018 Update. 2018 Update.

Debt 100

Debt 2019 Financial Goals Emergency Fund 100

Family Balance Sheet

FEBRUARY 6, 2021

We’re converting our basement to a family room area and the original family room (in the pic above) is becoming a home office. I said goodbye to mini-van life in January when we traded in our 2007 Honda Odyssey for a 2018 Toyota Highlander. And we paid off six figures of business debt before, we will pay off this car loan too.

Finance 130

Finance January Family 2020 130

Family Balance Sheet

JANUARY 17, 2018

Did you make 2018 financial goals ? Our 2 Main Financial Goals for 2018: 1 – Finish the will. This is our very last non-mortgage loan and we send an extra payment every month as part of our Debt Freedom Plan. We’d like to start saving for it in 2018, if possible. The Guidelines for 2018: 1.

Financial Goals 113

Financial Goals Goals 2018 Debt 113

Family Balance Sheet

FEBRUARY 10, 2017

As I reflect back to January 2016, I started that year pretty determined to pay off the balance of our non-mortgage debts. Unfortunately, we did not hit that goal and in part, have made some major changes to our Debt Freedom Plan. Our Debt Freedom Plan Started in 2013: The year 2012 was quite exciting for me and my husband.

Debt 100

Debt 2017 Student 2016 100