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Organize Your Financial Records in 4 Steps

With all the paperwork surrounding your finances, sometimes it can be hard to know what to keep and what to throw out. In “Organize Your Financial Records in 4 Steps,” we’ll show you a quick, clear path to figuring out what you need.


Watch & enter to win a $275 gift card!2

Watch by the end of February and you can enter to win an Organizing Action Plan with local business Minima—a $275 value—so you can get your finances organized with us and then get help from a local expert for the rest!

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  • Important Document Locator

    When you’ve properly recorded and organized your documents it’s less likely that anything will be misplaced or lost.
  • Money Management

    In this course you will learn that setting specific goals, getting your finances organized, tracking your spending and building a budget can help you save for the things in life that matter.
  • Why Do I Need a Budget?

    Taking the time to complete a budgeting worksheet can help you to have a better idea of where you stand financially and where you want to make changes.