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3 Simple Office Supplies for Smooth Tax Prep

Family Balance Sheet

For our personal tax returns, I keep an ongoing "Taxes" file for any paper work that we need to support our tax deductions, such charity receipts, Goodwill donations receipts, real estate and school tax statements, year-end statements for mortgage interest, student loan interest, interest-bearing checking and savings accounts.

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Our 2018 Financial Goals

Family Balance Sheet

We even bought an online package years ago, but have since decided that we will have a lawyer draw up our will, medical directive, and power of attorney documents to make sure everything is in place legally. 2 – Save $10k in a savings account, specifically earmarked for medical expenses. Pay Off Mortgage Debt.