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2. Year-end financial checklist: Your guide to reviewing and ...

   www.aol.com/finance/financial-planning-checklist...

   2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.

3. The Ultimate Financial Planning Guide: Do It Like the Pros in ...

   www.aol.com/news/ultimate-financial-planning...

   A financial plan goes beyond budgeting for regular expenses. It's the process of managing short- and long-term finances. Taking good financial planning steps now can mean the difference between...

4. 6 Ways to Score Cheap or Free Financial Planning Help - AOL

   www.aol.com/6-ways-score-cheap-free-174328648.html

   It’s 100% no-strings-attached free financial planning advice. You can find local events, register and find out how to prepare for an event on the Financial Planning Day website , worldfpday.org.

5. Financial literacy curriculum - Wikipedia

   en.wikipedia.org/wiki/Financial_Literacy_Curriculum

   A comprehensive financial literacy curriculum provides basic knowledge and skills in personal financial management, such as budgeting, saving, investing, managing credit, retirement planning, and consumer awareness, enabling individuals to make informed financial decisions. [7] [2] Free financial literacy curricula, widely offered by government ...

6. Personal budget - Wikipedia

   en.wikipedia.org/wiki/Personal_budget

   In the most basic form of creating a personal budget the person needs to calculate their net income, track their spending over a set period of time, set goals based on the information previously gathered, make a plan to achieve these goals, and adjust their spending based on the plan. [3] There exist many methods of budgeting to help people do ...

7. Retirement planning - Wikipedia

   en.wikipedia.org/wiki/Retirement_planning

   Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement. The goal of retirement planning is to achieve financial independence. The process of retirement planning aims to: [1] Assess readiness-to-retire given a desired retirement age and lifestyle, i.e., whether one has enough money to retire