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The holidays are behind you, but chances are paying the bill is not. Starting the New Year with a thoughtful spending plan that makes sense, can help you make progress throughout the year. Include your entire family in the process, to help ensure they are on board with this goal.
At the end of the day place all receipts in a designated space. Don’t forget to hang on to receipts for cash purchases. Remember that creating a budget isn’t very helpful if you don’t track how much you spend. So regularly log your receipts to update your spending against your budget. Monitor your savings goals, too. You can update your records weekly or monthly and you’ll be grateful for these routine updates at the end of the year when it’s time to prepare next year’s budget.
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Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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