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    4 Steps to Kickstart a Financial Plan in 2022

    by Julie Virta, CFP®, CFA, CTFA Jan 11, 2022 3 minutes

    The start of a new year marks a strategic time to review a financial plan and develop goals to work toward over the next 12 months and beyond. This “fresh start” mentality allows individuals to review and assess what worked (or didn’t) over the course of the previous year and revise or create short- and long-term goals to strengthen their financial plan.

    The new year also restarts the

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