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Our 2023 Financial Goals

Family Balance Sheet

Did you make 2023 financial goals ? We decided on one big audacious financial goal for the year, and it’s a doozy! The last time we wrote numbers-driven financial goals was 2019. I cried for days and we celebrated the occasion with a family cruise a few months later. Find the holes.

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Setting Financial Goals: Make Them Smart and Simple

Prairie Eco-Thrifter

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. Without a plan in place, you could find it harder to get the things you want; it could even mean scrimping in your older years. That’s because it’s so important!

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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? You might even find yourself wondering, “well, they don’t know my circumstances”, or “they can’t have it that bad,” or “their life must be so much easier than mine.” Make a commitment. .

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Family Vital Information Binder

Family Balance Sheet

Creating a family vital information binder is an important project that you should add to your urgent to-do list. This binder stores ALL of your financial information in one location. I am my family’s office manager. In fact, it was one of my 2020 financial goals. IT WAS TIME WELL SPENT!

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Our Big Financial Goal for 2016

Family Balance Sheet

SO THIS WILL BE THE YEAR…YAY… WOOHOO… BUT……in order to reach our goal by the end of the year, we need to find/earn more money than we currently are able to come up with each month. Fortunately, I’ve never met a goal I couldn’t handle. What’s your financial goal for 2016?

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Family Budget Spreadsheets 2021

Family Balance Sheet

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. That is why I created Family Budget Spreadsheets — a bundle of spreadsheets that we personally use to plan and budget our money. This is a one-month only spreadsheet.

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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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