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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.

Office 130
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Our 2017 Debt Freedom Plan Update

Family Balance Sheet

Where our mortgage enters the equation: We bought our modest home in September 2001, before home prices soared and inevitably, tanked. Over the years, we took advantage of low interest rates and refinanced and transferred the loan several times. The student loan should be paid off by the end of 2018. So what does this mean?

Debt 100