Remove Calculators Remove Goals Remove Real Estate Remove Savings Account
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How to Create a Family Balance Sheet + Get a FREE one for your family!

Family Balance Sheet

You’ll know how much is in your checking and savings accounts and your retirement accounts. My Excel spreadsheet listed our short-term and long-term account balances, our debts, and our short-term and long-term financial goals. There was a time our spreadsheet reflected a lot of debt and not a lot of savings.

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10 Must-Know Personal Finance Tips for Moms’ Financial Success

Penny Pinchin' Mom

They already have savings accounts that they don’t know about. I send in $50 every month to each of their accounts. Have Specific Financial Goals Financial planning is the key to financial success. Have Specific Financial Goals Financial planning is the key to financial success.