Family Balance Sheet

FEBRUARY 2, 2017

Wonder what sets you apart from the people that seem to crush their financial goals? These folks didn’t corner the market on goal success either, instead they just got the task DONE. Their 2017 goal is to boost their savings rate and get their expenses down to $30,000 a year as they work towards financial independence.

Financial Goals 100

Financial Goals Goals Debt Budgeting 100

Family Balance Sheet

FEBRUARY 19, 2022

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.

Office 130

Office Family Finance Kids and Family 130

Family Balance Sheet

APRIL 1, 2011

Welcome in the beauty of the season with 5 Steps to Spring Cleaning Your Finances Review your 2011 Financial Goals. Did you make some financial goals for 2011 back in January? When was the last time you reviewed them. Take some time this month to review your goals.

Finance 127

Finance Financial Goals Goals Credit 127

Family Balance Sheet

OCTOBER 16, 2017

Going from a consistent paycheck to one that varied month to month was an adjustment and required a lot of communication between me and my husband. To keep the communication flowing, I created my very first Balance Sheet to give my husband a snapshot of our household and business finances. It was tricky at first.

Family 100

Family Financial Goals Debt Calculators 100

Family Balance Sheet

FEBRUARY 18, 2014

Review budget and spending. Prepare the Family Balance Sheet to review with spouse. Create your financial goals. Review the Family Balance Sheet and spending monthly. There must be open communication. The Duties of the FOM Could Include: Track spending. Where are we over-spending? Reconcile all accounts.

Office 182

Office Money Family Finance 182

Family Balance Sheet

SEPTEMBER 29, 2016

We had tried other methods in the past, but found this one suited us best since it forced us to focus on one goal at a time, rather than trying to do it all (pay off debt and contribute to savings and retirement). The first thing we did was to review our spending and create a budget. What are your financial goals now?

Debt 100

Debt Debt Free Budgeting Budget 100

Savings Corner

DECEMBER 24, 2023

Get started: Define your personal and financial goals. Check the inspector’s experience by reading online reviews, asking for client references and looking at their credentials. If there are problems that haven’t been addressed, have your agent communicate immediately with the seller and your lender.

Real Estate 52

Real Estate Buy Buying Credit 52