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Financial Health Checklist

Tagged as: Banking Basics
Regardless of your income level or stage in life, a financial setback can disrupt your day-to-day life and throw your financial goals off course. This could force you to delay important personal and financial milestones, such as purchasing a home or setting a date for retirement.
Whether you’ve suffered a partial or total loss of income, experienced heavy losses in your investments or retirement accounts, or had your financial plans affected in other ways, you may need to create a new plan to get your financial health back on track. To do this, you’ll want to take a long, hard look at your current financial outlook, including your monthly expenses and expected income, and set new budgets and savings plans to help your finances recover.
We’ve put together a checklist that guides you through this evaluation and decision-making process.

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