The Essential Components of a Solid Financial Plan

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Think of these pieces as mini-plans working together to support your financial well-being.

Managing debt is crucial for maintaining financial health.

Your insurance needs will change during your lifetime, so including it in your financial plan is beneficial.

Almost everyone who earns income is responsible for filing a tax return.

Additionally, other components of your financial plan, such asinvestments and retirement contributions, affect your tax liability.

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