It’s Time for a Mid-Year Financial Check-Up
Money Talk
JUNE 29, 2022
In it, I urged a review of tax deductions/credits, tax withholding, budgeting/cash flow, flexible spending accounts, financial goal progress, and investment portfolio status. 401(k) or 403(b) plan). Automated Payments Review - Payments for utilities (e.g., college faculty promoted to a higher rank).
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