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Webinar: Organize Your Financial Records in 4 Steps

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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.