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lauri@castlerockfp.com
651-294-0013
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Budget Document Preview

December 14, 2020 By Lauri Salverda, CFA, CFP®, AIF®

preview of an excel sheet with budget categories

Recent Posts

  • What the “One Big Beautiful Bill” Could Mean For You August 1, 2025
  • End of Year Tax Planning Ideas February 14, 2025
  • GIVE YOUR FINANCES A SPRING CLEANING April 22, 2024
  • What Are I Bonds And How Do They Work July 14, 2022
  • When You or Someone You Love Receives the Diagnosis June 21, 2022
  • Are ETFs Truly the Best Way to Invest? September 24, 2021
  • Castle Rock named one of Top Financial Advisors in St. Paul by Expertise for Third Year Running August 1, 2021
  • Making Summer Jobs More Lucrative for Your Children and Young Adults July 4, 2021
  • What is all the talk about NFTs? April 5, 2021
  • How do you value a bond? January 7, 2021

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Contact Information

Castle Rock Financial Planning
2267 Waters Drive
Mendota Heights, MN 55120
lauri@castlerockfp.com
651-294-0013

Recent Blog Posts

  • What the “One Big Beautiful Bill” Could Mean For You August 1, 2025
  • End of Year Tax Planning Ideas February 14, 2025
  • GIVE YOUR FINANCES A SPRING CLEANING April 22, 2024

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