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7 Ways to Spring Clean Your Finances

Family Balance Sheet

MARCH 11, 2021

On January 1st, many of us are very gung-ho about writing goals but are we as enthusiastic about those goals on March 12? As the family office manager of my home, I needed a succinct way to discuss our finances with my husband. Clean, Purge and Declutter Your Office Space. Bills to review this spring: homeowners insurance.

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Finance Cleaning Goals Insurance 130
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How We Saved in February 2017

Family Balance Sheet

MARCH 3, 2017

1) When was the last time you comparison shopped for insurance? A cold call from a local family owned insurance business in February resulted in us saving $200 a year with our homeowners insurance and $600 a year with our business’ building insurance for the same coverage. How We Saved in February.

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February 2017 Insurance Homeowner Insurance 100
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