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2. 4 financial tasks you shouldn’t put off - AOL

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   Tips to get it done: It’s wise to wait at least a few days after the contribution to make a conversion. To make sure you don’t forget, schedule the conversion date on your calendar at the same ...

3. 7 Sunday Night Tasks To Set You Up for a Good Financial Week ...

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   Here are seven things to do on Sunday night to have a successful financial week, according to Kennedy. Also see Kennedy’s 15 money non-negotiables for 2025 .

4. 8 common money mindsets holding you back — and tips for ...

   www.aol.com/finance/money-mindsets-holding-you...

   When it comes to money, it always helps to take a step back, acknowledge your emotions and weigh the risks and rewards. Hear an expert's take on 8 common mindsets that could be holding you back ...

5. Greg McBride’s 2024 financial checklist: 15 tasks to ... - AOL

   www.aol.com/finance/greg-mcbride-2023-financial...

   Bankrate Chief Financial Analyst Greg McBride, CFA, has a financial checklist that will help you start 2025 on the right financial foot. Bankrate’s end-of-2024 insights One-third of Americans ...

6. Investment management - Wikipedia

   en.wikipedia.org/wiki/Investment_management

   Money management is the process of expense tracking, investing, budgeting, banking and evaluating taxes of one's money, which includes investment management and wealth management. Money management is a strategic technique to make money yield the highest interest-output value for any amount spent.

7. Asset and liability management - Wikipedia

   en.wikipedia.org/wiki/Asset_and_liability_management

   Asset and liability management (often abbreviated ALM) is the term covering tools and techniques used by a bank or other corporate to minimise exposure to market risk and liquidity risk through holding the optimum combination of assets and liabilities. [1]

8. Strategic financial management - Wikipedia

   en.wikipedia.org/wiki/Strategic_Financial_Management

   Strategic financial management is the study of finance with a long term view considering the strategic goals of the enterprise. Financial management is sometimes referred to as "Strategic Financial Management" to give it an increased frame of reference.

9. Financial Activist Dasha Kennedy: 12 One-Minute Tasks ... - AOL

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   3 Things You Must Do When Your Savings Reach $50,000. This article originally appeared on GOBankingRates.com: Financial Activist Dasha Kennedy: 12 One-Minute Tasks You Can Do Today To Help Your ...