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2. 2025 financial checklist: Your guide to protecting your ... - AOL

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

   A special enrollment period typically gives you 60 days to adjust your coverage following events like losing other health coverage and moving to a new area with different plan options.

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

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

   50% of American credit cardholders said they carry a credit card balance from month to month in June 2024, up from 44% in January 2024. ... Greg McBride’s checklist: Financial steps to take ...

4. A Complete Financial Checklist To Meet All of Your Money ...

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

   “With 60% of Americans not having a will or estate plan, the pandemic has led to people ... A Complete Financial Checklist ... Put your money to work with top-tier digital accounts paying 4.50% ...

5. 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

6. Personal finance - Wikipedia

   en.wikipedia.org/wiki/Personal_finance

   Revisiting Written Financial Plan Regularly: Make monitoring a financial plan regularly a habit. An annual financial planning review with a professional keeps people well-positioned and informed about the required changes, if any, in personal needs or life circumstances. It would be best to be prepared for all the sudden curve balls life throws.

7. Financial literacy - Wikipedia

   en.wikipedia.org/wiki/Financial_literacy

   Financial literacy is the possession of skills, knowledge, and behaviors that allow an individual to make informed decisions regarding money. Financial literacy, financial education and financial knowledge are used interchangeably. [1] Financially unsophisticated individuals cannot plan financially because of their poor financial knowledge.