article thumbnail

Our 2019 Financial Goal

Family Balance Sheet

In previous years, I would create a long list of financial goals, only to have little accomplished by the end of the December. I almost stopped writing goals down altogether. In 2018, we decided to focus on just 2 main financial goals and before I share my 2019 goals I thought I would give you a recap on 2018.

article thumbnail

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 includes: All of our cell phone numbers.

Family 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Conduct an Effective Family Financial Analysis

Prairie Eco-Thrifter

Do you keep your family in a survival mode? Why You Should Conduct a Financial Analysis. Arranging a family financial analysis is very important to long term financial success. Here are are five reasons why budgeting for your family is important: A thorough financial analysis helps you….

Family 196
article thumbnail

3 Monthly Expenses to Reduce Without Feeling a Sacrifice

Family Balance Sheet

We want to achieve our financial goals, but still enjoy life. Last summer my husband started volunteering at the Y in exchange for a free family membership and now we have all of the benefits of the gym, but not the monthly fee. And his hours at the Y fit into his and our family’s schedule well. Gym Membership.

article thumbnail

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. Review your Yearly Goals. On January 1st, many of us are very gung-ho about writing goals but are we as enthusiastic about those goals on March 12?

Finance 130
article thumbnail

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. Update (or create) your Family Balance Sheet. phone service.

Finance 100
article thumbnail

My 2020 Financial Goals & A Recap of 2019

Family Balance Sheet

ALSO our 2019 Financial Goal!). I decided to be productive in those early morning hours and I updated our Family Balance Sheet and that’s when I realized why I was so antsy. I took Facebook off of my phone and that was a good first step. This will always be a work in progress for my family. Moving on to 2020!