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Are You Eligible for an Income-Driven Repayment Plan for Student Loans?
Your student loans may be eligible for an income-diven repayment plan. IDRs can help your cashflow significantly. This one can help you save

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider When Paying off Student Loans?
Student loans are complicated. Picking the right payoff option is even more so. Use this checklist when figuring out how to get rid of them.

Derick Coffey
Jan 1, 20241 min read
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Reviewing Your Pay Stub
Your pay stub should be accurate. Use this flowchart to walk through things to look for. Make sure your money is right.

Derick Coffey
Jan 1, 20241 min read
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What to Consider When Starting Out Financially
Starting your financial journey on the right foot sets you up for long-term success. Use this checklist to get you going.

Derick Coffey
Jan 1, 20241 min read
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What Issues Should You Consider if You Experience a Sudden Wealth Event?
Sudden wealth typically comes from an inheritance. Regardless of its size, you should work through this checklist before investing.

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider when Reviewing Cash Flow?
Tracking your cash flow is how you build for the future. This checklist asks most of the questions needed to review your cash flow.

Derick Coffey
Jan 1, 20241 min read
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Where Should Your Next Dollar Go?
Do not save money blindly. This flowchart can help you save money in a way that is most beneficial to you now, and in the future.

Derick Coffey
Jan 1, 20241 min read
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What Issues Should You Consider When Dealing with High Inflation?
Inflation has impacted us all. Use this checklist to help deal with the increase in your cost of living.

Derick Coffey
Jan 1, 20241 min read
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Should You Pay Off Debt(s)
Once you have funded your emergency fund, consider getting rid of non-mortgage debt with this flowchart.

Derick Coffey
Jan 1, 20241 min read
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Things to Consider if You Receive a Promotion or Raise
Promotions and raises can create complexity in your planning, even though it is good. Ask yourself these questions as your situation changes

Derick Coffey
Jan 1, 20241 min read
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