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Category: Checklists

Wedding Financial Checklist

You’ve spent hours planning for the big day – flowers, photographers, dress…now spend a few minutes planning the rest of your life.

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Charitable Contributions

Give throughout the year and keep track of it all in one place with this Excel spreadsheet. Don't forget all those times you texted to make

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Lock & Key

In an emergency, provide vital information to your family and friends so that they can provide assistance easily.

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Tax Tracker

Don't spend the beginning of the year rooting through old files looking for receipts for your taxes.

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True New Home Cost

There is more cost involved in purchasing a new house than the down-payment.

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Divorce Financial Checklist

Use this list to direct you to the documents you’ll pull together to share with your lawyer or mediator and financial advisor.

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