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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?

Office 130
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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.

Finance 130
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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.

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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

Hello and welcome to the 316th Carnival of Personal Finance- Family Edition. This week I am reminding you all about those special people in your life- your family. It was during this rather taxing weekend that I was reminded of how great a loving family can be. Families are our rock, our support system, and our fans.

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How Much Money is Coming In? | 31 Days to Organize Your Finances

Family Balance Sheet

Welcome to 31 Days to Organize Your Finances. By the end of the month, my goal is to help you have a detailed financial plan for your family. We’ll talk about cash flow, budgets, debts, and all of the nitty gritty of our finances that might not be fun to talk about, but are so important to discuss.

Finance 113
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7 Ways to Spring Clean Your Finances

Family Balance Sheet

For some reason those open windows awakens our need to spring clean, so take this time to get your financial house in order too. 7 Ways to Spring Clean Your Finances. Review your Yearly Goals. On January 1st, we’re so gung-ho about writing goals, but are we just as enthusiastic about those goals on March 11?

Finance 100
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Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

Family Balance Sheet , the website, turns 9 in October 2017, but Family Balance Sheet, the spreadsheet, turns 14. I could talk all day about personal finance and money-saving strategies, but my husband, while very responsible with money, just doesn’t feel the same way. October is a big month for me. We married in October.

Family 100