Family Balance Sheet
FEBRUARY 19, 2022
Chapter 17 in this book is titled, “Why not run the family office?” In highly affluent circles, a family office is a private wealth management firm that manages the finances and investments for the ultra-wealthy and their families. Hmmm, I wonder if the Kennedys have a family office? Implement our Debt Freedom Plan.
Family Balance Sheet
MAY 6, 2020
How Our Debt Freedom Plan Prepared Us for the Pandemic. 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. We’d survived the dip in 2007, carried no credit card debt, and we were contributing to our retirement. Storm #2: 2013.
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Family Balance Sheet
JUNE 4, 2015
My husband and I are self-employed and own a chiropractic office where he is the chiropractor and I am the business manager. However a few years ago, we found ourselves with too much debt and not enough cash. After renting an office for 12 years, we had nothing to show for it and the space was starting to feel a bit cramped.
Family Balance Sheet
SEPTEMBER 21, 2015
We carried no credit card debt and we contributed to our retirement. Our small business was going well and we said so long to renting office space and purchased a commercial property. We had a lot of debt, not enough cash flow, and very little set aside for emergencies. Communicate with your spouse. Yep, life was good.
Savings Corner
DECEMBER 25, 2023
A debt collector is hounding you, seeking payment on a consumer debt you owe. Debt collection tactics can be annoying at best — and predatory, or even illegal, at worst. 3 steps for dealing with a debt collector 1. Take time to think through your options for paying off a debt in collections.
Family Balance Sheet
MARCH 6, 2012
It could be from the stress of unemployment, a large debt load, or the amount of shoes in someone's closet; money can be an evil force in a marriage. Designate a Family Office Manager. But I also want to be the Family Office Manager (FOM). Do you want to eliminate your credit card debt? In my house, it's me.
Family Balance Sheet
APRIL 1, 2011
The Family Balance Sheet is a form that I created to help me communicate the state of our finances with my husband. It is a one page, visual reminder of our assets (checking, savings and retirement accounts), our liabilities (our debts) and our financial goals. Clean your home office or work space.
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