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Michael A. Beer, CFP®
Certified Financial PlannerTM

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Quick PEAK

The Quick PEAK is a short self-assessment that focuses on the Five Fundamentals of Fiscal Fitness.

1. Your rate of saving.
2. Your level of liquidity.
3. Your level of retirement contributions.
4. The right sized house and appropriate mortgage.
5. Your level of consumer debt.

I hope you find this Quick PEAK not only entertaining, but also informative.
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