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Posted on: October 9, 2014
Categorized in: Financial Planning, Seasonal

Don't Procrastinate: Zero in on Holiday Budgets Before You Spend

Don't wait until the credit card bills arrive in January to think about how you're going to pay for your holiday spending.

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Posted on: March 11, 2014
Categorized in: Consumer Education, Financial Planning

Now is a good time for a financial review

Taking time for a detailed financial review -- including retirement planning, college savings, and your tax situation -- may help you progress toward your long-term goals. Consider the following items as part of your checkup:

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