10 Simple Steps to Improving Overall Financial Wellness: A quick-action reference guide for implementing basic personal financial strategies
Managing Personal Finances is about the basics. Many people fail miserably at just doing the fundamentals. This book recaps simple and basic steps to improve overall financial wellness.
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¾ ¾ ¾ Account Number Contact Action Steps Additional retirement assets amount Analysis Worksheet Annual gross wages auto loans Balance Owed Interest bankruptcy beneficiary benefit budget Cash investments certified financial planner cosigner cost coverage credit cards Creditor Name Monthly Date Account Number death disability insurance Donald II emergency employer Family members FEMA horizon Improve Financial Improving Overall Financial Interest Rate Total interest tax-deductible investment risk investment values Investments Bond Kevin life-insurance living expenses loan payments low-quality debt Monthly Payment Balance monthly savings mortgage Multiplied by number Name Monthly Payment Number Contact Information Owed Interest Rate Pay-Off Date Account payment arrangements Payment Balance Owed penalty percent ¾ retirement assets needed retirement needs saving for retirement Simple Step Social Security Steps to Improve Stock investments stock portfolio student loans tax return tax withholding ___ taxpayer term life insurance Thomas Hutt unsystematic risk whole life insurance Young adults