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Annual Financial Checkup Package Massachusetts Form

Annual Financial Checkup Package Massachusetts Form

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hi i'm tara aldorette director of enterprise learning at money management international a full service nonprofit credit counseling organization the new year is a great time to take stock and start new habits but no matter the season you can always give yourself a financial checkup it's a good thing to do at least once a year begin by assessing your current situation review your goals or set new goals you'd like to achieve make goals smart so you can easily work them into your monthly spending plan and track your progress next revise your spending plan list monthly net income you receive on a regular consistent basis then list your expenses be sure to plan monthly for fixed variable and periodic expenses you'll likely have including saving for emergencies and the goals you've set compare planned expenses to income and make necessary adjustments to create a balanced plan one way to reduce expenses might be to review recurring charges for things lik

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