article thumbnail

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. Get out the shovel!

article thumbnail

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. Their 2017 goal is to boost their savings rate and get their expenses down to $30,000 a year as they work towards financial independence.

Insiders

Sign Up for our Newsletter

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

Trending Sources

article thumbnail

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
article thumbnail

How We Frugal-ed in August 2022

Family Balance Sheet

I’m always looking for ways to save my family money to not only help us get through current higher food and gas prices but also to help us achieve our big financial goals. from Rakuten, an online shopping portal. This is a low amount, but I don’t shop too much online until November. Received $5.52

August 130
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

How We Frugal-ed in July 2022

Family Balance Sheet

Our financial goals are still important to us and we want to hit them regardless of the rising prices. I have been doing my grocery shopping at a different GIANT store and I’m finding that they always have a lot of marked-down meat. I use my plasma money for special treats for my family and me. Marked down meat!

July 130
article thumbnail

Frugal Friday 11.25.16

Family Balance Sheet

It’s Frugal Friday: A recap of how we frugal-ed our way through the week so that we have more money to put towards our financial goals. My mother hosted her side of the family. Saturday: I am roasting a turkey for my family, mostly for the leftovers, but also so the 4 of us can sit down as a family for a big meal.

Frugal 100