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A Financial Tune Up

Recently, I decided that I needed to sit down and do an annual financial tune-up. Sure, I go through and manage my finances roughly one hour per week, but that's to evaluate my day-to-day and monthly financial situation. What I realized I needed to do was start looking at the bigger picture - beyond my monthly bills and my retirement funding. So, I did just that. First, I sat down and worked out my next five years, or my Five Year Plan. This is where you decide what you want to achieve in the next five years and set a date for when you want to accomplish these goals. I wasn't sure where to start so I began by printing off a yearly calendar for the next five years. Then, I made a list of things I'd like to accomplish then inserted them in the calendars where they made the most sense to me. While most of these goals are financial in nature, some of them aren't. Next in my financial tune-up was to calculate the numbers for the big financial items that need to be completed

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