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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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Your Roadmap to Financial Success

If personal finance is a journey, these are the major landmarks—from budgeting basics and emergency funds, to loans and investing, all the way to retirement and estate planning.

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Smart Talk Newsletter – January 2024

To kick off the New Year, we’re looking at how you can step up your financial fitness – from protecting what’s yours to the “exercises” that will help you meet your goals. Take control of your financial journey now for a more secure, successful 2024.

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