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2. 6 Free Budget Templates for Excel, Google Sheets & Numbers - AOL

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   Best 50/30/20 budget template: Sapience Financial. Best zero-based budget template: Smartsheet. Best wedding budget template: Bridal Musings. Best Free Yearly Budget Spreadsheet. For the planner ...

3. 9 Free, Easy-To-Use Budget Templates and Spreadsheets - AOL

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   Instead, here are nine completely free, simple-to-use budget templates and spreadsheets that are available to download right now. 1. Microsoft Excel Personal Monthly Budget Spreadsheet

4. How much should you have in your 401(k)? Here's how your ...

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   Get started with our seven steps to budgeting in retirement, and see our roundup of the best discounts for seniors and retirees for simple ways to save on your everyday costs. Sources How America ...

5. 6 Tools to Streamline Your Retirement Planning

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   Preparing financially for retirement takes diligent tracking of savings, investments and benefit projections over decades. Thankfully, the right tools exist to help chart progress toward various ...

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

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   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.

7. How To Choose the Right Financial Planning Software for Your ...

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   For investment and retirement planning, Personal Capital’s award-winning tool, Empower, is an option to consider. It provides tools for tracking portfolios and planning long-term savings ...