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April 2016
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Financial planning is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs. Check out these articles for helpful, supportive information from the experts in financial planning standards.
FINANCIAL PLANNING CAN HELP
ANYONE AT ANY LIFE STAGE
We’ve all got a mental list of “shoulds” and “one days” – all the things we know are good for us, but we don’t always do. Financial planning usually falls somewhere on that list. We know it’s good for us, but it can feel overwhelming.
YOUR ANNUAL FINANCIAL PLANNING “CHECKUP”: WHAT YOU NEED TO KNOW
Financial planning, like life, is a dynamic process. After creating a comprehensive financial plan, revisit and revise it regularly so that you stay on track.
6 WAYS TO BALANCE
YOUR FINANCIAL PRIORITIES
"I should save for retirement. The kids need a university education. And we all deserve a vacation this year.” Does this sound like you? 
A HOME OF YOUR OWN:
5 THINGS TO CONSIDER
When first starting out, the prospect of purchasing a first home can seem daunting.
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