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Smart Talk Newsletter – November 2024

Managing the impending holidays can feel overwhelming, but we’re here to help! This month’s newsletter covers seasonal budgeting tips, the connection between mental health and financial success, and building your financial roadmap for the future.

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Smart Talk Newsletter – October 2024

Total peace of mind means protecting your loved ones and your finances. This month’s newsletter is packed with tips to safeguard your family from scammers and ensure a financially stress-free holiday season!

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Smart Talk Newsletter – June 2024

What’s the connection between health and wealth? Explore how being healthy impacts your life and finances. Plus, learn how a little exercise makes a big difference, and see how a mid-year financial checkup keeps you on track. Start your health/wealth journey today.

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Smart Talk Newsletter – May 2024

Healthy habits are key to your wellbeing—physical, mental, and financial. Join us on a journey to unlock your health/wealth potential. Take a closer look at how local businesses shape our vibrant communities. And don’t miss our essential smartphone safety tips to keep your information secure.

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Smart Talk Newsletter – March 2024

Personal finance is a lifelong journey, so we’re giving you the roadmap! Take a tour of all the major landmarks along the way, plus tips on teaching kids smart money habits and 3 ways to keep your accounts safe.

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