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How to Create a Family Balance Sheet + Get a FREE one for your family!

Family Balance Sheet

Need a quick snapshot of your finances? Let me show you how to create a Family Balance Sheet. I’m a firm believer that finances must be organized and neat, and a Family Balance Sheet helps you keep track of your finances in one tidy spreadsheet. Column J = Interest rate or the finance charge.

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Family Office Manager

Family Balance Sheet

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?

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Spring is also a good time to get your financial house in order. I’m going to be spending the next few weeks giving my family’s finances a good spring cleaning. 7 Ways to Spring Clean Your Finances. Review your Yearly Goals. Take some time to review your yearly financial goals.

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Setting Financial Goals: Make Them Smart and Simple

Prairie Eco-Thrifter

Those who just go along, hoping for the best, are usually the ones who struggle financially or get themselves into too much debt. Setting financial goals is an important part of planning to achieve financial security and have enough money in your retirement years to live the way you want. Would you like to travel?

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How to Achieve Your Financial Goals (tips from the achievers)

Family Balance Sheet

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. Chris and his wife made a financial goal to switch to an all cash lifestyle, instead of relying on credit cards.

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Family Budget Spreadsheets 2021

Family Balance Sheet

If your fresh start for the New Year includes improving your finances, you are not alone! My mission has always been to help families build a strong financial plan, gain confidence with their money, and live the life of their dreams. This blog was based on my very first spreadsheet, the Family Balance Sheet.

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Introducing: Family Budget Spreadsheets

Family Balance Sheet

I’ve been working behind the scenes on a tool that I personally use to track and organize our finances: Family Budget Spreadsheets. This package of 9 Microsoft Excel spreadsheets is designed to help you organize your finances, plan for major purchases, create a budget, understand your cash flow, and track your net worth.

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