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Cash Flow & Budget

Cash Flow & Budget

  • Reviewing goals, expenses, and budgeting
  • Bank and credit management
  • Emergency funding
Tax Basics

Tax Basics

  • Tax withholding
Investments

Investments

  • Asset allocation
  • Titling and beneficiary designation
  • Monitoring of outside accounts such as 401K
  • Risk tolerance
Retirement Planning

Retirement Planning

  • IRA contributions and Roth contributions
  • Review of retirement plans