Family Balance Sheet

DECEMBER 29, 2020

Years ago, there was a month where I hadn’t planned on a large property tax bill and I wasn’t sure where we were going to find the money. Financial Goals – Use this spreadsheet to quantify your financial goals for the current year and years to come. Color in the blocks as you hit your goals.

Budget 130

Budget Budgeting Family Property Taxes 130

Savings Corner

APRIL 4, 2024

This increases your mortgage debt but gives you money that you can invest or use to fund a goal, like a home improvement project. You can use these funds as retirement income, to pay medical bills or for any other goal. Step 8: Keep tabs on your loan Some lenders give you a lower rate if you sign up for autopay.

Refinancing 52

Refinancing Work Debt Financial Goals 52

Savings Corner

DECEMBER 24, 2023

Get started: Define your personal and financial goals. Shop for a mortgage Getting preapproved for a mortgage gives you a firmer handle on how much you can afford, and it’s helpful when you make an offer on a house because it shows sellers you’re financially qualified. Getting preapproved can help (see Step 5).

Real Estate 52

Real Estate Buy Buying Credit 52

Family Balance Sheet

JUNE 8, 2018

I came up with strategies to help us pay for yearly bills, large expenses, and we were able to pay off debts. Personally, budgeting has allowed us to control of our money, reach financial goals, and start planning for our dream life. You are directing your money where to go–giving YOU the authority over your money.

Budgeting 133

Budgeting Budget Financial Goals Goals 133