Financial health often depends on the health of a credit report. Having problems on that report can lead to all sorts of issues if an individual wants to make a significant purchase of something like a home or vehicle.
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Work Contributions
Check your 401k contributions. Could you increase the amount?
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Investments
Check your contribution levels on investments.
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Savings Goal
Make sure that those savings goals are on track. After considering the amount of available disposable income, it might be worth bumping up the savings numbers if possible.
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Correct W4
Getting a giant tax refund might seem like fun, but it’s just Uncle Sam’s way of having interest-free access to a taxpayer’s funds for most of the year.
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Next 6 Months
Refining your plan made at the beginning of the year with new numbers and figures entered into the ledger, helps to keep efforts for saving money on track.
