Two Personal Finance Assignments For 2023

2023 is only two months away, so it is vital for you to get ready to face the music for the near year. So two assignments for you. 1) call your tax advisor and sit down and talk about any changes or needs to file your 2022 tax return. Don't wait until 2023 to do it, do it now so it counts for 2022. 2) prepare your 2023 budget, for your business or personal finance side. You need to focus on money coming in, money going out, and what is left over and what you plans are for 2023. Again, I am going to use the word "vital", because it is so important for you to do this. If you are married or have a significant other - do it together so you both know the numbers and have planned this together, your on the same page, or path, depending on how you want to describe it.

I am giving you two free excel spreadsheets for you to use. These are free, no strings attached. Just use them and put them to good use. If you have a question, or confused, send me an email to: [email protected] And I will answer your questions.

Small Business Financials for 2022 - INCOME / EXPENSE REPORTING click on the box with this title.

Personal Budgeting for 2023 - PERSONAL BUDGET WORKSHEET click on the box with this title.

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