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2012 Financial Goals

Family Balance Sheet

The kids were in the back seat watching a movie and we were in the front seat reviewing 2011 and strategizing for the upcoming year. We talked through some issues and opportunities for our business and our personal, family, and financial goals. Our 2012 Financial Goals. Start College Savings Accounts for our Girls.

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Our Big Financial Goal for 2016

Family Balance Sheet

We have a retirement to plan , our daughters’ college to save for, and many places to visit. SO THIS WILL BE THE YEAR…YAY… WOOHOO… BUT……in order to reach our goal by the end of the year, we need to find/earn more money than we currently are able to come up with each month. Did we stay on our plan?

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How We Frugal-ed in July 2022

Family Balance Sheet

Our financial goals are still important to us and we want to hit them regardless of the rising prices. If you’d like information on donating plasma, read my review of donating plasma HERE. . In the grand scheme of college funding, $200 is a drop in the bucket, but I always appreciate free money.

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How We Frugal-ed in September 2022

Family Balance Sheet

I’m always looking for ways to save my family money to help us get through current higher food and gas prices and achieve our big financial goals. For more info, read: How We’re Saving for College with Upromise . For more info, read: My Honest Review: I donated plasma to earn money! My Frugal Shenanigans!

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Family Office Manager

Family Balance Sheet

Over the years, my FOM duties included: Review the day-to-day/month-to-month budget and spending for our household. Prepare the Family Balance Sheet to review with my husband. I created this spreadsheet many years ago as a way to communicate our finances to my husband and I continue to update it and review it with him monthly.

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How to Create a Family Balance Sheet + Get a FREE one for your family!

Family Balance Sheet

My Excel spreadsheet listed our short-term and long-term account balances, our debts, and our short-term and long-term financial goals. I refer to it weekly as I update loan and account balances, and still review it with my husband monthly or bi-monthly. Having everything on one page made our money discussions much easier.

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What Is Financial Planning? | Bankrate

Savings Corner

Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. Here’s what financial planning is all about and what you need to know to get started. What is a financial plan? These are some of the largest issues when it comes to financial planning.

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