Archive - January 13, 2015

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Top 5 Financial To-Dos in January

Top 5 Financial To-Dos in January

As you reflect on the year you’ve had personally, professionally, and financially in 2014, are you any closer to reaching your goals?

Whether or not you view 2014 as a success, the year-end presents an opportunity to reflect and start anew with a clean slate for the year ahead.  If you’re wondering what steps you can take to get ahead in the New Year, here are 5 simple financial to-dos that won’t leave you feeling like you’ve bitten off more than you can chew.

Review your net worth and check in on your goals

The number one way to start …

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