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Pioneer Press: 4 Steps To Personal Finance Planning -- While You're Young

Bruce Helmer -CFP®, CPA

2 minutes

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Not everyone needs a full-blown retirement plan in their 20s or 30s. You're working a first or second job. Don't have much credit-card or college debt but may be trying to save up for a car purchase or first home. You can create a personal financial plan in four simple steps that will set you up to pursue these goals.

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Head shot of Bruce Helmer

Bruce Helmer

Co-Founder

Eden Prairie, MN


Bruce has been in the financial services industry since 1983 and is one of the founders of Wealth Enhancement Group. Since 1997, he has hosted the “Your Money” radio show, a weekly program that focuses on delivering financial advice in a straightforward, jargon-free manner.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.