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Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips
1. Understand Your Assets & Liabilities
2. Assess Your Goals
3. Check Your Credit Reports
4. Name Your Beneficiaries
5. Manage Your Taxes
6. Check If Your Investments And Goals Align
7. Determine If You Have The Right Insurance
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