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How Are You Doing? A Financial Checkup
Burnett, Diane
Latta, Susie
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Like a physical health check-up, a financial checkup can help identify problems and evaluate progress toward goals. It can also identify future action steps and provide motivation to form new habits and improve your financial health. This fact sheet includes a worksheet for a net worth statement and guidelines for considering your insurance needs, investment plan, and other household financial considerations. 8 pages, color.
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Creation Date: Aug 2006 |
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Revision Date: Mar 2021 |
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