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How Using Simple Lists Can Help You Set Better Financial Goals
Many people set financial goals without fully understanding what matters most to them. Learn how a simple goal-setting exercise using a master list can help clarify priorities, improve financial decisions, and create a more meaningful financial plan.
Jeff Schlotterbeck, CFP®


7 Financial Fitness Habits to Strengthen Your Money Mindset
Financial fitness isn’t about how much money you have—it’s about how you manage it. In this post, I walk through seven habits that can help you build confidence with your finances and stay on track toward your goals.
Jeff Schlotterbeck, CFP®
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