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?

Office 130

Office Family Finance Kids and Family 130

Family Balance Sheet

JANUARY 17, 2018

Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. The Guidelines for 2018: 1. Restaurants.

Financial Goals 113

Financial Goals Goals 2018 Debt 113

Family Balance Sheet

OCTOBER 18, 2019

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. 2018 Update. Our 2019 Financial Goal. We can now move on to other financial goals. How to Achieve Your Financial Goals (tips from the achievers).

Debt 100

Debt 2019 Financial Goals Emergency Fund 100

Family Balance Sheet

FEBRUARY 10, 2017

Unfortunately, we did not hit that goal and in part, have made some major changes to our Debt Freedom Plan. At the time we were renting an office space in a strip mall, but when we discovered a foreclosure in our town that seemed like a great idea on paper, we jumped at the chance. Projected pay off date December 2018.

Debt 100

Debt 2017 Student 2016 100