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Budgeting Basics

Starting a Budget

Do you use direct deposit?

Do you make everyday or unnecessary purchases on credit?

The Basic Principles of Retirement Planning

Do your parents depend on you for a portion of their care?

Proceeds from Sale of a Home

couple unpacking in their new home
Tax Benefits of Home Ownership

Smart Spending

Total Employee Compensation Package

How often do you check your account balance?

How often do you use online bill payment?

Credit, Debit and Fraud Prevention

Have recent economic conditions changed your expectations for retirement?

When you make your monthly credit card payment, do you most frequently:

Will your child help to pay for their education by working or taking out loans?

Calculate a Vehicle Payment

Training and Educating Employees

Are you planning on buying a home in the next 6 months?

How much will you or your child borrow to pay for college?

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