2020 Finance Goals Making 
Family Balance Sheet
FEBRUARY 6, 2021
January 2021 was a month of extremes in my family’s finances. This money gets sent automatically to the 529 accounts we set up for our girls in 2020. I started searching and test drove a pre-owned Highlander in January 2020. But by the end of 2020, I started looking again for a pre-owned vehicle. ” Yes, I am.
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?
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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.
Couponing 101
JANUARY 6, 2020
New Year’s resolutions seem like such a great idea when you make them. But as the year progresses, you may leave all your well-intentioned goals scattered by the wayside. These simple tips can help turn 2020 into a year full of New Year’s resolution successes. Set Realistic Goals. Set Specific Goals.
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!
Family Balance Sheet
JANUARY 8, 2020
ALSO our 2019 Financial Goal!). The last loan was his student loan and I wanted him to make that final payment. 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!
Family Balance Sheet
APRIL 9, 2021
He makes it really simple and you should Google it if you haven’t heard of his steps. Our personal finances are so interwoven with our small business finances that we view them as one. We chose the name, Our Debt Freedom Plan , and we referred to it often when we needed to make financial decisions. A guiding light!
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