You earned that money.

Will it get you where you want to go?

Follow 3 steps to see your household financial snapshot.

One, gather account info.

Write down 401(k) and bank balances and other investments.

Two, check your coverage.

Life and disability insurance should adequately protect your income and future.

Three, know your budget.

Record your income minus monthly expenses.

Do you have extra money you can invest?

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