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Annual Financial Checkup Package California Form

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start your Financial Health checkup by reviewing your income and expenses list all sources of income and categorize your expenses into fixed and variable this will help you see where your money goes next evaluate your savings aim to have at least 3 to 6 months worth of expenses saved then check your debt calculate your total debt and analyze interest rates prioritize paying off highin debt first review your credit report for errors and improve your credit score by reducing utilization lastly set goals identify short-term and long-term financial goals whether it's saving for a vacation or retirement adjust your budget ingly to achieve them

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