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Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

The spreadsheet listed our short-term and long-term account balances, our debts, and our short-term and long-term financial goals. I offer this FREE spreadsheet to community. We are working towards some pretty big financial goals and we’ve hit quite a few already. Our goal: Increase Net Worth. Love me some Excel!

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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. But here’s the point: The plan needs to provide the path for you to meet your financial goals, including helping to motivate you. Need expert guidance when it comes to managing your investments or planning for retirement?

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Family Office Manager

Family Balance Sheet

We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free. Create our family’s financial goals and Debt Freedom Plan. While our setup has helped us achieve many of our financial goals, we have made many mistakes over the years.

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Small Money Mistakes That Have Big Consequences

Prairie Eco-Thrifter

This small money mistake has a sub-section – accepting the so-called ‘free’ credit card upgrades or new cards. Not Having a Financial Plan Having clear financial goals helps you control spending and increase savings because you know where you are headed. Look into effective health, disability and life insurance plans.

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Saving Tips & Free Crediting Monitoring

For the Mommas

According to the Wall Street Journal, 88% of resolutions fail, so the key here is to set small, achievable goals that add up to a whole lot of savings. There are websites out there that will allow you to set a goal. Is now really the best time to buy that new couch or could you find one for free?

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Best Way to Consolidate Debt Without Hurting Credit – Smart Money Moves For Moms

Penny Pinchin' Mom

This means taking all or most of your loans and then refinancing them into a single loan held by one lender, making it easier and often cheaper to pay off. So, don’t go racking up more credit card debt , and use the card responsibly until you have met your goals. My debt-free journey began when I took this Financial Reboot Course.

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