Family Balance Sheet

FEBRUARY 6, 2021

January 2021 was a month of extremes in my family’s finances. Yep, I found a $20 bill last year on the beach! This money will go towards paying the actual medical bills from the injury. This money gets sent automatically to the 529 accounts we set up for our girls in 2020. Found Money in January: $1681.

Finance 130

Finance January Family 2020 130

Family Balance Sheet

OCTOBER 15, 2021

Hello, 2020. My oldest was in eighth grade and one of my goals for 2020 was to start saving consistently for both daughters’ college education. We want to assist them in financing their college years and we needed to make some progress. My Upromise strategy will help with our goal. What is Upromise?

College 130

College Used 2020 Saving 130

Savings Corner

DECEMBER 24, 2023

In short, if it involves finances, then there’s a way to plan for it and optimize the outcome. Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. A financial plan can help you direct how you organize your finances, from the small, short-term questions to the big, long-term issues.

Goals 52

Goals Debt Taxes Insurance 52

Family Balance Sheet

JUNE 22, 2020

In September 2019, my husband and I accomplished our biggest financial goal in our almost 20 years of marriage. Financially speaking, he focuses on building the business and I focus on managing our home and finances. In 2020, we still use and are thankful for Medi-share. Years ago, our cable bill doubled in price.

Debt 130

Debt Health Insurance Insurance Budgeting 130