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Our 2019 Financial Goal

Family Balance Sheet

In previous years, I would create a long list of financial goals, only to have little accomplished by the end of the December. I almost stopped writing goals down altogether. In 2018, we decided to focus on just 2 main financial goals and before I share my 2019 goals I thought I would give you a recap on 2018.

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I Just Graduated. Isn’t It Too Early to Talk About Life Insurance? – Life Happens

Savings Corner

Whether you’re continuing your education, entering the workforce or settling down with someone special (or all of the above), life insurance should be part of your plan. Isn’t life insurance for older people?” Here are a few reasons to consider purchasing life insurance now, depending on your personal situation.

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Family Vital Information Binder

Family Balance Sheet

In fact, it was one of my 2020 financial goals. Medical Info – includes health insurance details and names and details of our doctors, dentists, and other specialists. Insurance – including health, auto, home, life. I had all of this info scattered in my brain and in different file folders. Bank accounts.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. When was the last time you shopped around for homeowners or auto insurance? Bills to review this spring: homeowners insurance.

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Our 2018 Financial Goals

Family Balance Sheet

Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. Read our Health Insurance Story: .

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What Is Financial Planning? | Bankrate

Savings Corner

Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. Here’s what financial planning is all about and what you need to know to get started. What is a financial plan? Insurance – How can you get the right coverage at the right time?

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Managing Family Finances: Tips and Strategies for a Better Financial Future

Penny Pinchin' Mom

Look Into Life Insurance Do you have a life insurance policy? Life insurance will come in handy should anything happen to you or your spouse. The problem is that the world of life insurance is vast, and not every policy is going to be ideal for you. If not, you need to get one. They are not a waste of money.