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Automatic payments for the mortgage,
electric and phone bills.
Home desk
and file for financial records with
calculator, files &
calendar.
Save only tax related
statements.
Consolidate
accounts.
Handle mail only once,
taking action or discarding.
List your
Assets and Liabilities to map your financial
plan.
Write down your personal
and financial goals.
Make an action
list for what’s important.
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