Family Balance Sheet

SEPTEMBER 17, 2021

In fact, it was one of my 2020 financial goals. I’m not sure why I didn’t complete it in 2020, since I had more free time than usual, but I finally got the project done in 2021. I found this to be a concise, less-cluttered way to keep all of our financial information organized.

Family 130

Family Financial Goals 2020 Insurance 130

Savings Corner

DECEMBER 24, 2023

Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. Here’s what financial planning is all about and what you need to know to get started. What is a financial plan? Taxes – How can you minimize your tax bill and ensure the money is there when you need it?

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. We have thought about moving to a larger home with more space, but a smaller home means lower utility bills, homeowners’ insurance premiums, maintenance, and property taxes. We moved the goal post multiple times.

Debt 130

Debt Health Insurance Insurance Budgeting 130