Plan out regular “financial spring cleaning”

Automate giving for charitable goals

Map out holiday spending to avoid January surprises

Integrate wellness into your money management

Treat financial setbacks as learning opportunities

Bundle utility providers to cut household costs

Make the most of employer-provided benefits

Revisit your “why” for saving money

Update your plan for every new stage of life

Map out your path to financial independence

Set a money date with yourself every quarter

Balance saving and living well by setting clear priorities

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Adjust your spending plan as your career evolves

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Map your budget around recurring paychecks

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Ask for discounts on large expenses