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Year-End Financial Planning Checklist

November 29, 2015

pile-of-one-hundred-dollar-bills-1024x768As 2015 draws to a close, now is the perfect opportunity to review the year and determine whether or not you’re satisfied with your financial standing. If your bank accounts don’t have the balances you’d planned for, or if you aren’t as far ahead in retirement saving as you’d like to be, now is the right time to plan for next year.

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This article was taken from the AAFMAA website. American Armed Forces Mutual Aid Association (AAFMAA) is a not-for-profit, tax-exempt, member-owned association that provides life insurance and survivor services to the U.S. Armed Forces communities. No endorsement implied or given.

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