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. Instead, we opted to replace the tires and take a year or so to save for a car.

Finance 130

Finance January Family 2020 130

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. What is Upromise?

College 130

College Used 2020 Saving 130

Savings Corner

DECEMBER 23, 2023

from the same time last year, nearer to the Fed’s 2% goal and down from 2.9% in its first decline since April 2020. from the same time last year but is nearer to the Fed’s 2% goal and down from 2.9% The personal consumption expenditures (PCE) price index grew 2.6% in the prior month. The index was up 2.6%

November 52

November Economy Goals Consumer 52

Savings Corner

DECEMBER 24, 2023

These areas range from the basics such as budgeting to more complex areas such as saving and investing for retirement as well as estate planning for the distribution of your assets. In short, if it involves finances, then there’s a way to plan for it and optimize the outcome. Investments – How can you save and invest to grow wealthy?

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. I am totally paraphrasing the year, but had it not been for the money in our emergency savings, we would most likely have used credit cards to survive. January & February 2020 – Life is good!

Debt 130

Debt Emergency Fund 2007 2020 130

Savings Corner

DECEMBER 24, 2023

If you’re not sure what assets and liabilities are, here are some guidelines: Assets : Assets include cash — such as in your checking, savings and retirement accounts — and certain investments, such as stocks and bonds, that you could sell for cash. That includes 401(k)s, IRAs and taxable savings accounts. Want us to do it for you?

Calculators 52

Calculators Taxes Debt Consumer 52

Family Balance Sheet

JANUARY 8, 2020

ALSO our 2019 Financial Goal!). We had worked all year to send extra monthly payments to that final loan and on that early morning I realized the balance was finally at a level that we could pay it off with some of our savings. This is a work in progress and I feel it will always by my goal. Moving on to 2020!

Financial Goals 130

Financial Goals Goals 2020 2019 130