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Sarah Whitfield

Senior Personal Finance Editor. 12+ years covering consumer banking, credit, and household budgeting. Previously at MarketWatch.

Articles by Sarah Whitfield

FREE · 27-page PDF

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The exact 27-page playbook our editors use with private-coaching clients — plus every Thursday, the Weekly Money Brief.

  • 50/30/20 budget template + emergency-fund tracker
  • Insurance coverage checklist (business & personal)
  • Debt payoff planner and net-worth worksheet
  • Investing account-funding waterfall cheat sheet
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