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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. Organize your Financial Documents. Bills to review this spring: homeowners insurance. auto insurance. life insurance.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Organize your Financial Documents. auto insurance.

Finance 100
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Financial Tasks for First Quarter

Prairie Eco-Thrifter

Update my ‘locations’ document. I try to prepare them for the inevitable by providing an updated ‘locations’ document each year to each of them. Update our marriage timeline document. Set financial goals for the year. Our estate plan includes a trust for each of us.

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Allstate Insurance Review 2024 | Bankrate

Savings Corner

To help readers understand how insurance affects their finances, we have licensed insurance professionals on staff who have spent a combined 47 years in the auto, home and life insurance industries. At a glance BEST HOME INSURANCE COMPANY OVERALL (TIE) 4.1 Individual Life Insurance Study. Coverage 4.0