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Family Vital Information Binder

Family Balance Sheet

In fact, it was one of my 2020 financial goals. Our Family’s Vital Information Binder: Cover page – The very first page points family members to vital numbers and locations of important documents. Info about where to find our important documents, such as passports, ss cards, birth certs, and our will.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. Organize your Financial Documents. If we’ve learned anything from the pandemic it’s that things can change without notice.

Finance 130
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How We Frugal-ed in August 2022

Family Balance Sheet

I’m always looking for ways to save my family money to not only help us get through current higher food and gas prices but also to help us achieve our big financial goals. I cleaned out a large filing cabinet and was stuck with a big box of documents that I didn’t feel comfortable just throwing in the recycle bin.

August 130
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Our 2018 Financial Goals

Family Balance Sheet

Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. What are your financial goals for 2018 and beyond?

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Organize your Financial Documents. M – measurable.

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Spring Clean.Your Finances

Family Balance Sheet

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? Take some time this month to review your goals. One of my most popular posts is, How Long Should I Keep My Financial Records?

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Financial Tasks for First Quarter

Prairie Eco-Thrifter

Update my ‘locations’ document. I try to prepare them for the inevitable by providing an updated ‘locations’ document each year to each of them. Update our marriage timeline document. Set financial goals for the year. Our estate plan includes a trust for each of us.