Family Balance Sheet

OCTOBER 15, 2021

Hello, 2020. Right before the pandemic started, I opened 529 College Savings Accounts for our daughters. My oldest was in eighth grade and one of my goals for 2020 was to start saving consistently for both daughters’ college education. My Upromise strategy will help with our goal. I’ll take it!

College 130

College Used 2020 Saving 130

Savings Corner

DECEMBER 24, 2023

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Goals 52

Goals Debt Taxes Insurance 52

Family Balance Sheet

MAY 6, 2020

For many households, their finances and budgets are in limbo. My family’s finances have also been affected. As the Family Office Manager , I handle the day-to-day finances for our family and I needed a way to communicate our finances to my husband. January & February 2020 – Life is good!

Debt 130

Debt Emergency Fund 2007 2020 130

Family Balance Sheet

JANUARY 8, 2020

ALSO our 2019 Financial Goal!). This is a work in progress and I feel it will always by my goal. This will always be a work in progress and you’ll understand why it will be more crucial for me when you read my 2020 goals below! Moving on to 2020! We knocked this out of the park. 2 – Reduce our clutter.

Financial Goals 130

Financial Goals Goals 2020 2019 130

Family Balance Sheet

APRIL 9, 2021

Our personal finances are so interwoven with our small business finances that we view them as one. And as you’ll see below, we also added a few more steps that he probably wouldn’t suggest or approve of, but there’s a reason why this is called personal finance. Start college funds for our two girls.

Debt 130

Debt Emergency Fund 2019 Debt Free 130