Budgeting (living within your means)
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Amount of emergency savings
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Amount of debt and a plan to eliminate
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Maintaining your family’s lifestyle in event of death or disability
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Level of risk of your investments
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Education for children or grandchildren
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Special vacation/event
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Retirement Planning
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Preparation for nursing home/care costs
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Charitable giving
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Understanding your financial situation
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Having a step by step plan to accomplish your goals
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