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How to Automate Your Finances to Simplify Your Life

Automation can be a great tool for improving your financial life. Most of us don’t enjoy organizing our finances and tracking expenses, but thanks to technology, with a little work up front, you can automate several key areas of your financial life. Automation ensures no payments or investment contributions are missed, frees up a significant amount of time and allows you to achieve your financial goals by being consistent.

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Why You Need a Financial Roadmap...Do You Know How to Build One? Tips on How to Get Started

Using a financial road map to track your progress is a great way to stay organized and accomplish your financial goals. It allows you to get organized by breaking down the steps needed to achieve your short- and long-term financial aspirations. Having your own roadmap can help keep you accountable and remind you why you are working towards these goals.

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Three Financial Planning Steps to Take Before Year-End

Most likely your financial situation and goals have shifted slightly over the past year. Reviewing and updating (or creating) your financial plan may seem cumbersome, but it's crucial for establishing a successful financial future. Financial Planner Haley Tolitsky outlines steps to take to tidy up your finances and prioritize for the upcoming year on 'The Street', a financial news and financial literacy website.

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