Family Balance Sheet

DECEMBER 29, 2020

My mission has always been to help families build a strong financial plan, gain confidence with their money, and live the life of their dreams. That is why I created Family Budget Spreadsheets — a bundle of spreadsheets that we personally use to plan and budget our money.

Budgeting 130

Budgeting Budget Family Property Taxes 130

Family Balance Sheet

MARCH 9, 2018

I’ve been working behind the scenes on a tool that I personally use to track and organize our finances: Family Budget Spreadsheets. This package of 9 Microsoft Excel spreadsheets is designed to help you organize your finances, plan for major purchases, create a budget, understand your cash flow, and track your net worth.

Budgeting 160

Budgeting Budget Family Property Taxes 160

Savings Corner

DECEMBER 24, 2023

Financial planning is any type of strategizing around the financial aspects of your financial life. 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. What is a financial plan?

Goals 52

Goals Debt Taxes Insurance 52

Family Balance Sheet

FEBRUARY 19, 2022

Instead, he shared the story about Susan, a wife, and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions. Over the years, my FOM duties included: Review the day-to-day/month-to-month budget and spending for our household. Update budgeting software on a regular basis.

Office 130

Office Family Finance Kids and Family 130

Prairie Eco-Thrifter

MARCH 24, 2013

Set your financial goals. In order to meet some financial goals, you must take some level of risk. However, unless you agree on what your financial goals are as a couple, chances are you won’t get there. Nothing in life is certain.

Financial Goals 222

Financial Goals Goals Money Real Estate 222

Family Balance Sheet

MARCH 12, 2015

Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Set aside some time to purge & organize your office.

Finance 100

Finance Cleaning Financial Goals Goals 100

Family Balance Sheet

FEBRUARY 18, 2014

” Stanley wrote about Susan, a wife and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions. She treated her role like a job and helped her family achieve financial independence. Review budget and spending. How can I reduce the grocery budget?

Office 182

Office Money Family Finance 182