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Financial Report

Financial Analysis

Plan Your Families Future

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. ... Tax planning, prudent spending and careful budgeting will help you keep more of your hard earned cash.


Capital: An increase in cash flow, can lead to an increase in capital.

How much should I be saving each month for retirement?

If you contribute to an employer-sponsored retirement savings plan such as a 401(k) or 403(b) plan, it's a good idea to contribute at least as much as your employer's matching contribution. After that, you should either contribute to a traditional or Roth IRA to save as much money as possible each month.

What retirement accounts are best for those in the military?

Military personnel can contribute to a Thrift Savings Plan (TSP) along with either a traditional or Roth IRA.

Financial Analysis: Services
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