Personal Finance Guide

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YOUR MONEY. YOUR GOALS.

Whether you're planning for the future or managing your day-to-day finances, building good financial habits can provide peace-of-mind and make you feel empowered.

Where are you on your journey?

 

Setting Goals

Setting goals is the first step toward achieving your dreams.
 

 		    

Saving

Turn your business into a reality. Register, file and start doing business.
 

 		    

Tracking Income & Benefits

Get a total picture of your income and benefits.

 
 

Paying Bills

Keeping track of what you earn and everything you spend money on.


 

 		    

Getting through the Month

Build a cash flow budget to track your income, resources and expenses for at least one month.

 		    

Dealing with Debt

Picking a strategy to repay your debt can help you start reducing it and make progress toward achieving your goals.
 

 
 

Understanding Credit Reports & Scores

Keeping track of what you earn and everything you spend money on.
 

 		    

Choosing Financial Products & Services

The financial products you choose can help you accomplish different goals

 		    

Protecting Your Money

Keep your identity safe and limit access to your personal information.

 

 

Checking Savings - Everything

 

We've got everything you need...
 

Together...

 

Together, we can make
your financial goals a reality.

Basic Elements - Legal Text

 

Source: consumerfinance.gov

This material is provided for educational and information purposes only. It is not a replacement for the guidance or advice of an accountant, certified advisor or otherwise qualified professional.

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