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End-of-year financial checklist
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To wrap up Financial Literacy Month, we're sharing a useful financial checklist to help you stay on track throughout the year! Let's check it out: 1. Review your budget: track your income, expenses, and savings goals 2. Check your credit report 3. Update your financial goals: consider if you are saving for retirement, a home, or a vacation 4. Review your retirement plan: check your PEPP contributions 5. Revisit your insurance coverage 6. Evaluate your emergency fund: aim for 3-6 months of expens
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