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. I created it as a way to communicate our finances to my husband. If your fresh start for the New Year includes improving your finances, you are not alone! This is a 12-month spreadsheet.

Budgeting 130

Budgeting Budget Family Property Taxes 130

Family Balance Sheet

MAY 6, 2020

We spent the next few years building our savings back up to the level we had prior to 2007. As the Family Office Manager , I handle the day-to-day finances for our family and I needed a way to communicate our finances to my husband. How to Build your Emergency Fund. I still use my spreadsheet to this day! Yep, life was good.

Debt 130

Debt Emergency Fund 2007 2020 130

Family Balance Sheet

JUNE 4, 2015

When a building in our town went into foreclosure in 2012, we considered the opportunity to own. We crunched the numbers, spoke with our accountant, and after much deliberation and negotiation, we bought the building that summer. We are communicating regularly. We were excited to cross this accomplishment off our bucket list.

Goals 100

Goals Debt Renovation Daughter 100

Savings Corner

DECEMBER 24, 2023

If there are problems that haven’t been addressed, have your agent communicate immediately with the seller and your lender. On the other hand, if your savings are tight or your credit score is less than stellar, it might make more sense to take time to build those before buying. You can always refinance if rates drop significantly.

Real Estate 52

Real Estate Buy Buying Credit 52