Family Balance Sheet

OCTOBER 18, 2019

Our Debt Freedom Plan has been a long winding road. The journey started in 2012 when we bought an office building for our business and then found ourselves with a lot of debt and not enough cash flow. To ease my anxiety about our new loans, we took the Financial Peace University home course and it changed how we thought about debt.

Debt 100

Debt 2019 Financial Goals Emergency Fund 100

Family Balance Sheet

JANUARY 11, 2019

Save $10k in a savings account, specifically earmarked for medical expenses. In March of 2018, we had our wills, medical directives, and powers of attorney completed by an attorney. I have yet to write a Medi-Share recap for 2018, but our goal was to replenish the healthcare savings account that we depleted in 2017.

Financial Goals 100

Financial Goals Goals 2019 Health Insurance 100

Family Balance Sheet

OCTOBER 15, 2021

I don’t recall why I never used the account, but I guess it just slipped my mind. 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.

College 130

College Used 2020 Saving 130

Family Balance Sheet

JUNE 4, 2021

Yep, I found a $20 bill while running on the beach! I have used the extra money to pay off debt, fund family trips, or build up our Christmas savings. This money was put into my Christmas Savings account. March 2021 – I found $747. Finding extra money is a game for me. Progresso Refund: $3.50.

Money 130

Money May Donation 2020 130