SCHWAB-POMERANTZ: 10 Steps to a DIY Financial Plan (access required)

Dear Readers: Did you know that 78% of people with a financial plan pay their bills on time and save each month versus only 38% of people who don't have a plan? That's a pretty powerful statistic, if you ask me. Or would it surprise you to learn that 68% of planners have an emergency ...

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SCHWAB-POMERANTZ: 10 Steps to a DIY Financial Plan

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