5 things to do to get organized and on track

5 things to do to get organized and on track

About this session

Duration: 3 minutes

This video will walk you through five steps to help you organize your finances including creating a budget with our calculator, establishing an emergency fund, checking on your retirement savings and assigning a beneficiary.

Kaltura Video

Next steps

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Are you looking for new ways to save? Check out our video on new saving strategies.

Watch Video
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What if your car broke down or you needed a new refrigerator? Review our guide on how you can create your emegency fund.

Read Article
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Log in to your online account experience to add outside accounts, track your spending and create your budget.

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