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Checklist: What Accounts Should I Consider if I Want to Save More?

The start of a new year is the perfect opportunity to set financial goals—and one of the best goals you can have is to save more. Whether you’ve received a raise, bonus, or tax refund, or simply want to optimize your savings, now is the time to take action.

With so many accounts and savings opportunities available, it can be difficult to know where to begin. That’s why we’ve created a checklist to help you navigate your options and identify strategies to maximize your savings potential.

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SAVVI Financial LLC (‘SAVVI’) is not a accounting firm, nor does it provide accounting or tax advice. This checklist is not and cannot be considered as tax or accounting advice. Please contact your tax advisor or accountant for more information.

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