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CVOEO / Growing Money Confidential Intake Form Name ___ Todays Date: ___ Birth date ___/___/___ Social Security Number _________ (Is this SS# permanent or temporary? Check one.) Street Address ___
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Start by setting a realistic financial goal for your growing money.
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Anyone who wants to build wealth over time.
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Growing money refers to the process of increasing one's financial assets over time through investments, savings, or financial strategies that generate a return.
Individuals who earn income that qualifies for financial growth, including investors and those participating in certain savings plans, may be required to file growing money.
To fill out growing money, individuals should complete the appropriate forms detailing their financial activities, income sources, and investment growth, ensuring all relevant information is accurate.
The purpose of growing money is to build wealth over time, achieve financial goals, and ensure sufficient funds for future needs, such as retirement or major purchases.
Information that must be reported on growing money typically includes income sources, investment gains, dividends, interest earned, and any relevant financial transactions.
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