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Ready to take control of your finances? Stay on top of your money in 12 simple steps.

1

Set A Goal

Do you have a financial goal? That's always a great place to start.
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2

Create A Budget

You need a budget or financial plan so you never run out of money.
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3

Build An Emergency Fund

If you lost your source of income, how long could you live off your savings?
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4

Plan For Your Short-term Goals

Going on vacation soon? Saving for your wedding? What are the best ways to save for short-term goals?
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5

Plan For Your Long-term Goals

Saving for a house deposit? Planning for children? Have money you don't plan to touch for 5+ years? What do you do with this money?
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6

Get Creditworthy

To get a mortgage or any form of credit now and in the future, you're going to need a good credit report.
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7

Plan For Retirement

How much do you need to live comfortably in retirement? Are you taking advantage of matched contributions and government bonuses?
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8

Get Insurance

It is important to protect things you cannot afford to replace such as your life, house, car, income, etc.
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9

Reduce Your Expenses

If the only financial tip you ever learn is to reduce your expenses, you'll be better off than most.
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10

If You're Over-indebted, Seek Advice

If you are reliant on credit to make ends meet or if you simply can't afford to repay your loans, you'll need some help.
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11

UK Citizen? Check Your Entitlements (Free Money)

You might be entitled to state support. That's free money from the Government.
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12

Just Moved To The UK? We've Got you!

If you've come this far, you're probably already good. Click the link below to see if you've missed anything.
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