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Our 2023 Financial Goals

Family Balance Sheet

Did you make 2023 financial goals ? We decided on one big audacious financial goal for the year, and it’s a doozy! The last time we wrote numbers-driven financial goals was 2019. I cried for days and we celebrated the occasion with a family cruise a few months later. Get out the shovel!

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My 2020 Financial Goals & A Recap of 2019

Family Balance Sheet

ALSO our 2019 Financial Goal!). I decided to be productive in those early morning hours and I updated our Family Balance Sheet and that’s when I realized why I was so antsy. 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!

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Family Vital Information Binder

Family Balance Sheet

Creating a family vital information binder is an important project that you should add to your urgent to-do list. This binder stores ALL of your financial information in one location. I am my family’s office manager. In fact, it was one of my 2020 financial goals. IT WAS TIME WELL SPENT! Bank accounts.

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My Word for 2021

Family Balance Sheet

After 2019, I had a lot of hope for finding a word for 2020 but struggled to find one that was meaningful to me. After writing some financial goals that had a lot to do with researching topics, such as retirement and college savings strategies, I realized that maybe my word for 2020 was READ. Enter 2021.

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Create your debt freedom plan

Family Balance Sheet

We celebrated both occasions with a family cruise that we paid for with cash. During our debt payoff mode, we camped and went on beach trips with extended family, but never left the country…honestly, we never left the east coast. Once Non-Mortgage Debts are paid, cash flow a FAMILY TRIP TO DISNEY. Update: DONE Sept 2019!!

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What Is Financial Planning? | Bankrate

Savings Corner

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? These are some of the largest issues when it comes to financial planning.

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How We Paid off Six Figures of Debt

Family Balance Sheet

In September 2019, my husband and I accomplished our biggest financial goal in our almost 20 years of marriage. In 2020, we still use and are thankful for Medi-share. The post How We Paid off Six Figures of Debt appeared first on Family Balance Sheet. An Update on Medi-Share – September 2017. We just ate an elephant!

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