Using a Financial Planning Checklist Can Help You Meet Your Goals
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APRIL 10, 2023
Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. Let’s say you saved $500 in the first quarter of 2023 and have $4,500 left to go.
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