Finance Home Property Taxes Renovation 
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.
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
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. Paying down your mortgage helps build equity in your home, but you don’t have to wait until you completely repay it, or sell the property, to access that equity.
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. Unfortunately things changed rather quickly. Our business is again thriving.
Family Balance Sheet
JUNE 22, 2020
Our business was doing very well, and we were excited about the opportunity to own a property outside of our home. Aside from the mortgage, we also added equipment and renovation loans with the purchase, and we had a student loan. Small home = Low Expenses. What could possibly go wrong? We increased our income.
Savings Corner
APRIL 4, 2024
The steps may vary depending on whether you’re looking for debt consolidation loans , home improvement loans, medical loans or wedding loans. They may ask for copies of utility bills, lease or rental agreements, property tax bills or credit card statements as proof of address.
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. Everything changed. I still use my spreadsheet to this day!
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