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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. But after that, our goals were not as specific. How will we make these goals?

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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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My 2020 Financial Goals & A Recap of 2019

Family Balance Sheet

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! Bring it, 2020! Did you chose a word for 2020?

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Family Vital Information Binder

Family Balance Sheet

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. My husband is many things, but he is not a mind-reader, so creating this binder was on my to-do list for some time.

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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. Retire wealthy?

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Create your debt freedom plan

Family Balance Sheet

Something happens mentally when you WRITE down your goals and plans for execution. In January of 2020, we made summer plans (and bought airline tickets) to go see friends who moved to Europe. Yes, I’d like to visit Nashville, but going down to scream at DR isn’t really a goal anymore. Update: DONE Sept 2019!!

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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. We moved the goal post multiple times. It was so big that I cried for two days straight– we paid off six figures in non-mortgage debts.

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