Using a Financial Planning Checklist Can Help You Meet Your Goals
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APRIL 10, 2023
Although there are multiple ways to ‘tidy up’ your money , a list that you return to monthly or quarterly allows you to keep track of specific areas each time, giving you better data. See how your spending breaks down and determine where (or if) you need to adjust your budget. Begin by looking at your monthly net income (i.e.,
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