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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. It also gives you time to make corrections if needed.

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2023 Financial Forecast: How to Prepare for the Year Ahead

Success

Americans increasingly pulled out their credit cards to pay for a whole slew of more-expensive goods and services, which resulted in the biggest surge in credit card debt in more than 20 years. As you think about your personal finances heading into 2023, credit card debt should be top of mind.

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Tori Dunlap, Founder of Her First 100K is on a Mission to Close the Gender Pay Gap

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It all started with a goal. In the two years since accomplishing that goal, I have gone on to start a multi-seven figure business; attracted a social media audience of more than 3 million; hosted the No. I wanted to save $100,000 by age 25. What does it mean to pursue financial feminism? One of my favorite tools is the “Money Date.”

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A Millennial’s Guide to Finances: 5 Things to Start Before You Turn 30

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According to a 2022 survey by Deloitte, 36% of millennials and 29% of Gen Z cited “cost of living” as their greatest concern. advises you to write a list of financial and lifestyle goals. Separate your goals into five, 10 and even 20-year plans based on your determined spending and saving habits. and Fuse Mortgage Inc.,

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The Financial Benefits of Thinking Like an Entrepreneur

Success

I maxed out credit cards and treated my lines of credit as a source of capital to fund my next new business idea. But it just seemed like a very long path toward my goals. This article originally appeared in the November/December 2022 issue of SUCCESS magazine. My father taught me how to think like an entrepreneur.

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When Considering Your Investment Strategy, Keep These 3 Rules in Mind

Success

Depending on your goals and financial situation , you may consider allocating a few percentage points of your portfolio to some of the riskier, more volatile investments, with the remainder in more proven, stable investments. This article originally appeared in the January/February 2022 Issue of SUCCESS magazine.

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25 Personal and Professional Development Influencers to Follow

Success

Twice a week, the bestselling author of The High 5 Habit and Stop Saying You’re Fine takes a science-backed approach to any number of personal and professional development hurdles, including eliminating self-doubt, pushing through procrastination, setting goals and more. Photo courtesy of Mel Robbins 13. Steven Bartlett Instagram: @steven (2.3M

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