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CPA's Free 15-Minute Checklist Helps Prevent Costly Financial Mistakes

CPA Armik Aghakhani releases free 15-Minute Personal Self-Check checklist to help individuals organize financial records, prevent costly errors, and identify gaps before they become problems.

This news matters because financial disorganization has real, measurable costs that affect millions of people. The statistics cited—$2,500–$5,000 in cumulative costs from errors, over 60% of people relying on incomplete records, and nearly one-third only discovering issues when it's too late—highlight a widespread problem that impacts household budgets, stress levels, and financial security. In an era of increasing financial complexity, tools that simplify organization and promote proactive management are valuable for preventing small oversights from becoming major crises. The checklist's connection to community initiatives addressing real needs like autism support demonstrates how practical financial tools can extend beyond individual benefit to broader social impact.