Family Balance Sheet

DECEMBER 29, 2020

If your fresh start for the New Year includes improving your finances, you are not alone! This package is designed to help you organize your finances, create a budget, plan for major purchases, understand your cash flow, and track your net worth. I created it as a way to communicate our finances to my husband.

Budgeting 130

Budgeting Budget Family Property Taxes 130

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.

Budgeting 160

Budgeting Budget Family Property Taxes 160

Savings Corner

APRIL 4, 2024

While you can’t cash out all of your home’s equity, the process gives you access to a larger sum of money without needing to sell your home. Cash-out refinances are generally best for big-ticket costs: Think home renovations or major debt consolidation. Failing to repay the loan means you could wind up losing it to foreclosure.

Refinancing 52

Refinancing Work Debt Home Improvement 52

Family Balance Sheet

JUNE 4, 2015

The building offered so much potential, but needed a lot of work and we set out to renovate our dream office. The business softened, renovations were more costly than expected, and we were now the owners of two mortgages, our home and our business. We were excited to cross this accomplishment off our bucket list.

Goals 100

Goals Debt Renovation Daughter 100

Family Balance Sheet

MAY 6, 2020

For many households, their finances and budgets are in limbo. My family’s finances have also been affected. As the Family Office Manager , I handle the day-to-day finances for our family and I needed a way to communicate our finances to my husband. It was such a long process and at times, we wanted to give up.

Debt 130

Debt Emergency Fund 2007 2020 130

Savings Corner

APRIL 4, 2024

Whether you need money to pay for an unexpected hospital bill, an emergency car repair or to finance some much-needed home renovations , knowing how to get a personal loan will help make the application process as smooth as possible. Run the numbers Before taking out a loan, decide exactly how much you need to borrow.

Debt 52

Debt Credit Cards Credit Home Improvement 52

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. You are directing your money where to go–giving YOU the authority over your money. Another way to think of a budget is a spending plan.

Budgeting 133

Budgeting Budget Financial Goals Goals 133