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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. We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free. 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

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. Projected pay off date December 2018. At the time, we thought this 1800 sq. It is now a home equity loan with a very low 2.75% interest. So what does this mean?

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