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Budgeting, Investing & Retirement – 12 Must-Do Money Moves

January 4, 2020 //  by Lisa

Personal finance has three main areas, so covering all these bases will brighten your financial future (1) Cash management (e.g. budgeting), (2) Wealth creation (e.g. investing and retirement), and (3) Asset protection (e.g. insurance, will & trust). I’ve compiled a list of what I consider to be the 12 most critical, must-do personal finance “money moves” you can …

Budgeting, Investing & Retirement – 12 Must-Do Money MovesRead More

Category: Budgeting, Insurance, Investing, Retirement, TaxTag: Budgeting, Insurance, MoneyFitMoves, Personal Finance, Tax, Will & Trust

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I'm Lisa--a financial coach who wants you to feel the joy of financial freedom. Master of Accountancy.
I'm also a mom of three boys, a mental health advocate, and a lover of concerts, dance parties, and the great outdoors. Read More…

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