Family Balance Sheet

MARCH 11, 2021

As the family office manager of my home, I needed a succinct way to discuss our finances with my husband. Clean, Purge and Declutter Your Office Space. I have a love/hate relationship with my home office space. I broke down my responsibilities: business office, home office, and projects. Review Your Bills.

Finance 130

Finance Cleaning Goals Insurance 130

Family Balance Sheet

MARCH 12, 2015

Clean Up Your Office Space. I have a love/hate relationship with my home office space. Because my office is in the dining room, keeping it tidy is a must and something that I’m always working on. Set aside some time to purge & organize your office. Review Your Bills. Organize your Financial Documents.

Finance 100

Finance Cleaning Financial Goals Goals 100

Family Balance Sheet

AUGUST 17, 2011

Are your financial documents piled up in the corner of your office or under your desk? However, you should print any canceled checks or year-end statements that you would need for tax purposes, ie - charitable contributions, home improvements, business expenses, mortgage payments, etc. Read more about receipts below.

Home Improvement 153

Home Improvement Taxes Credit Cards Bills 153

Savings Corner

DECEMBER 24, 2023

Copy of tax documents, bank statements or utility bills. Proof of address, like a utility bill. Tax Filing Webinar — Jan. 17 File your taxes with confidence: Grab your limited spot to join the Tax Nerds in this one-hour session about tax filing and tax planning strategies.

Credit 52

Credit Monitors Insurance Taxes 52