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Tag: financial review

  • Financial Checklist For Your 2023 Annual Review: 9+ Easy Steps

    Financial Checklist For Your 2023 Annual Review: 9+ Easy Steps

    Just like you keep a list of monthly house cleaning tasks or the steps needed to complete a project at work–you need to keep a financial checklist.  Because you have goals. And those goals require money. To help you achieve those goals, I’ve created this financial checklist that you can use to make sure you…