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
Cash-out refinances are generally best for big-ticket costs: Think home renovations or major debt consolidation. Don’t take out more cash than you need, and make sure you’re using it for a purpose that will improve your finances instead of worsening your situation. Is a cash-out refinance right for you? There are no limitations.
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.
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!
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.
Family Balance Sheet
JUNE 22, 2020
Aside from the mortgage, we also added equipment and renovation loans with the purchase, and we had a student loan. Financially speaking, he focuses on building the business and I focus on managing our home and finances. Also, the monthly mortgage payment was less than our rent payment. What could possibly go wrong?
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