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David Lerner Associates: Setting and Prioritizing Your Budget Goals
Without clear budget goals your financial life may remain in disarray. Your budget goals help you turn your financial wish list into an action strategy.

David Lerner Associates: How to Track Your Net Worth
Making financial progress involves keeping track of your net worth, even if knowing that number is of a reality check. When you know your net worth, you can set a realistic financial goal. In the digital age, tracking your net worth is less complicated than it once was.

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