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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. That was the year that we made the goal of paying off the last of our non-mortgage debts and we achieved it by September of that year.

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

Family Balance Sheet

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. My mission is to help families increase their assets, reduce their liabilities, and grow their net worth.

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My Personal Goals for 2018

Family Balance Sheet

2017 was a great year, but for some reason I did not create personal goals for myself last January. Everyone who rocks goals talks about accountability, so this year I’m sharing a few top personal goals that I made for myself and I’ll update you throughout the year on my progress. These are just my personal goals.

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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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How to Make your Life Better by Setting Goals

Prairie Eco-Thrifter

Much has been written about the importance of setting goals to achieve success but I think it is also an important strategy when wondering how to make life better for yourself. Establishing goals will be a major step in achieving what you want in life. You can’t, and won’t, get what you want if you don’t know what it is you want.

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Money Matters - Cryptocurrency Risk Management: A Guide for Family Wealth Managers.

Motherhood Moments

Joshua Peck, founder of TrueCode Capital and author of the new book Cryptocurrency Risk Management: A Guide for Family Wealth Managers, says investing now may be the smart move. According to Cointelegraph, Cryptocurrencies are the fastest growing investments of the decade.

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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? with their goals. These folks didn’t corner the market on goal success either, instead they just got the task DONE. His 2017 goal is to make $100,000 in online income. She hit that goal in September 2016. Getting Started.