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Family Balance Sheet
DECEMBER 29, 2020
If your fresh start for the New Year includes improving your finances, you are not alone! 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. I created it as a way to communicate our finances to my husband. This is a 12-month spreadsheet.
Family Balance Sheet
MARCH 9, 2018
I’ve been working behind the scenes on a tool that I personally use to track and organize our finances: Family Budget Spreadsheets. This package of 9 Microsoft Excel spreadsheets is designed to help you organize your finances, plan for major purchases, create a budget, understand your cash flow, and track your net worth.
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Savings Corner
DECEMBER 24, 2023
Get started: Define your personal and financial goals. These are all important to help define the goals they would like to meet.” Would renting for another year or two improve your financial standing? Common real estate contingencies can hinge on financing, appraisal, home inspection and more.
Savings Corner
APRIL 4, 2024
Types of mortgage refinance There are many types of refinancing , so consider each within the context of your unique financial situation. Your goal might be to adopt a shorter loan term, or maybe your focus is to lower monthly payments. You can use these funds as retirement income, to pay medical bills or for any other goal.
The Frugal Girl
MARCH 4, 2024
Although my parents never specifically taught me about finances, they lived a frugal life by necessity. I learned from the best, but I believe that a personal finance course should be a requirement for both high school and college graduation. I grew up in banking and held other finance-related positions during my working years.
Family Balance Sheet
JUNE 8, 2018
A budget could help you avoid late and insufficient funds fees, find money for an upcoming trip or expense, and ease a disagreement over finances in a marriage. Personally, budgeting has allowed us to control of our money, reach financial goals, and start planning for our dream life. Budgeting is a lifelong habit.
Family Balance Sheet
JUNE 22, 2020
In September 2019, my husband and I accomplished our biggest financial goal in our almost 20 years of marriage. Financially speaking, he focuses on building the business and I focus on managing our home and finances. We moved the goal post multiple times. We increased our income. We need to increase our income.”
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