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financial planning

Financial Planning

Summer has come to a close. The kids are back in school (or will be shortly), and, hopefully, you’ve about made it through the items on your August financial list. Now that September is about begin, it’s time to think about what needs to be done in the fall and winter. Here are 5 money [...]

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Financial Spreadsheet

Summer is coming to an end; August is your last chance to do a number of things before school starts and “normal life” returns. Your July financial checklist should be just about finished, and you should be getting ready for everything that comes with fall.
August is a great time to look ahead to the school [...]

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July’s Financial Checklist: 5 Things to Do This Month

Money
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It’s a fresh month. How are your finances coming along? June marked the halfway point in the year, and the June financial checklist reflected on your progress so far, and set the foundation for the next half of the year. Now July is here, and it is time to continue your efforts at keeping your [...]

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Friday Roundup and a Trip Through Blog Carnivals

News

For your reading pleasure, I present some of the remarkable stories I came across around the web this week.

Economy being what it is, new college graduates face a daunting task of starting their careers in so much uncertainty. Craig writes about the 6 things they need to do now to put them on a sound [...]

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Elements of a Financial Checkup

Money

You have a financial plan, now what? Regular financial checkups need to be a key part of your ongoing financial planning. This is an exercise that has best results when performed at least quarterly, so that you can keep tabs on where you are at, and catch deviations from your financial plan early on and [...]

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Choosing a Financial Planner That is Right for You

Money

While it’s possible to be successfully manage your finances without a plan, those who create an actual financial plan are more likely to prosper in their personal finance lives. And, while it is certainly possible to create your own financial plan, the fact of the matter is that it can help to have fresh eyes [...]

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