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Money Management

15 Key Financial Terms to Know to Plan a Successful Future

By February 19, 2024No Comments

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 Financial terminology shouldn’t feel like a foreign language. Roman Samborskyi / Shutterstock.com

When a new year begins, it always feels like an opportune time to reassess your personal finances. If you’re wanting to take a comprehensive look at your financial picture, you may be digging through investment statements, tax documents, insurance policies, and, of course, you will likely be revisiting your plan in the NewRetirement Planner. Through your review, you will likely come across a lot…

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