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Our 2019 Financial Goal

Family Balance Sheet

In 2018, we decided to focus on just 2 main financial goals and before I share my 2019 goals I thought I would give you a recap on 2018. Our 2018 Financial Goals: Finish our Will. In March of 2018, we had our wills, medical directives, and powers of attorney completed by an attorney. It’s similar to a deductible.

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An Update on Medi-Share – September 2017

Family Balance Sheet

As open enrollment nears for many health insurance plans, I thought this would be a great time to give you an update on Medi-Share, the health sharing ministry that we are using in place of traditional health insurance. Health insurance has been a long winding road for us over the last few years. LET THAT PARAGRAPH SOAK IN!!

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Christmas Savings Club | November 2019

Family Balance Sheet

This should cover my tentative 2019 Christmas budget that I based on what we spent in 2018. In October , I found the money from an insurance refund and from the sale of our pop-up camper. My monthly savings goal was $100. I challenged myself to find the cash outside of our budget. It became a habit.

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Our 2018 Financial Goals

Family Balance Sheet

Did you make 2018 financial goals ? Our 2 Main Financial Goals for 2018: 1 – Finish the will. I won’t rehash our health insurance story here, because I have written extensively about it and INCLUDED OUR NUMBERS. Read our Health Insurance Story: . What We Left Traditional Health Insurance.

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Christmas Savings Club | October 2019

Family Balance Sheet

This should cover my tentative 2019 Christmas budget that I based on what we spent in 2018. I happily gave it to him, we transferred the title, and I immediately called my insurance agent to take the Civic off our policy. We were refunded the unused portion of our auto insurance and put the $100 towards our Christmas savings.

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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. Shop around for the best price for our big expenses, such as auto and home insurance, medical needs, and mortgage. Update budgeting software on a regular basis. Organize paperwork for tax preparation.

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Medi-Share Update: One Year Later

Family Balance Sheet

Health insurance is a struggle for many people, and for us it became a big source of anxiety at the end of 2015 when our insurance company went out of business. We scrambled to research new plans, but after 11 years with the same company we were out of the loop regarding the insurance landscape at that time.