❑ Take Stock, Locate, and Protect all of your important documents.
Know what your assets are and the amount of debt you carry; keep it current.

Establish an annual/monthly/weekly budget that accurately takes into account your income, expenses and savings goals.

❑ Have a Strategy
Work with a financial advisor to establish a well-considered plan for your future that includes proper insurance measures and consolidation of debt.

Monitor Regularly
Run credit and Social Security reports every year on your birthday to make sure your information is accurate.

Evaluate Regularly
Check your finances to ensure you are maximizing and protecting your investments (mortgage, retirement, benefits, etc).

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