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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Nine Steps to Raising Money-Smart Kids

Taking children through real-life transactions can help them learn the value of money and the need to manage their finances properly. Encourage youngsters to earn money in addition to their allowances and to learn about prices.

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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Organizing Your Financial Records

Keeping financial records in order helps alleviate much of the stress of living in an increasingly complex society. We all play several roles as children, parents, spouses, partners, investors, citizens, and employers, each with its own trail of paper. This information will assist you in organizing your records

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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Reducing Debt Takes Commitment and Patience

Debt is something that no one wants, yet nearly everyone has it. It is simple to enter and difficult to exit. The good news is that there are actions you can take to manage and overcome your debt, regardless of its source or quantity.

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Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Financial Planning Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Creating a Household Budget 

According to statistics, money is the most common source of household stress. That being said, many people need a mechanism to track where their money goes after it enters the house. Keeping track of spending is critical to developing a family budget, so you can understand your patterns and spend more sensibly.

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