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WebJul 12, 2024 · Student-loan balance. Balance remaining on your mortgage or car loan. Any other debt. Add up the value of your assets, then add up the value of your liabilities. … WebFeb 26, 2024 · Step Six: Automate Where You Can. One of the single greatest things you can do to make your financial life easier is to automate wherever it makes sense. Every … WebNov 18, 2024 · January: Set goals and review spending. The new year is a great opportunity to set financial goals, Aslakson says. He encourages clear goals with actionable steps for the short-term (next five years), mid-term (six-10 years) and the long-term (11+ years). “Actually, write down what you want to accomplish in those time frames,” Aslakson says. how robots are used with shopping