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Download These Tools for Financial Success

Keeping up-to-date and organized will help you save more this year

Financial success is a lifelong pursuit. Every year presents new opportunities for saving; the more organized and educated you are, the greater your chances will be to save and plan for a comfortable retirement. These three downloads were designed to help you keep your finances in order and make better choices with your money this year. The tools in this downloadable set include:

  • Filing Cabinet Organizer - This download will help you organize your filing cabinet based on your assets and liabilities. As you become more organized, you will find that it's easier to see how money flows into and out of your accounts, enabling you to can gain greater control over your finances.
  • Annual Life Changes Tracker -Keep this tracker in an easy-to-access place, so that you can record all of the life changes you need to discuss with your financial advisor. The more your advisor knows about your life, the easier it will be for him or her to develop an effective plan for financial success.
  • Tax-Trimming Tips - Print out these tips and keep them by your desk, to remind you of all the great opportunities you can take to save on taxes throughout the year.

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