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5 Long-Term Financial Goals and How to Achieve Them

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In this article, we’ll go over examples of some long-term financial goals, as well as some tips to help you get started. Pay off major debts Expected time: 5+ years Account types: Credit card debt, mortgage, student loans, car loans Getting out of debt is essential to the success of your other long-term financial goals.

Goals 289
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A Millennial’s Guide to Finances: 5 Things to Start Before You Turn 30

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I promise this will not be another article that berates your affinity for avocado toast (pro tip, if you prepare it at home it’s half the price!) List out your purchases in an Excel spreadsheet at the end of each month and place each transaction into a bucket. This article was published in November 2018 and has been updated.

Finance 280
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2023 Financial Forecast: How to Prepare for the Year Ahead

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Americans increasingly pulled out their credit cards to pay for a whole slew of more-expensive goods and services, which resulted in the biggest surge in credit card debt in more than 20 years. As you think about your personal finances heading into 2023, credit card debt should be top of mind.

2023 307
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3 Common Money Myths Debunked

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In every financial workshop, I hold with 20-somethings, there inevitably comes a point where someone utters the phrase, “But my dad said…” followed by: I should carry a balance on my credit card to improve my credit. The price of managing your money under misguided assumptions is high. Buying in bulk is a better deal.

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2 Important Rules for Attracting Wealthy Clients

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He wants to meet somewhere next week to discuss a new watch purchase. So do you immediately go and max out your credit card on a new Armani suit? Don’t go into credit card debt trying to impress a guy who can’t be impressed. Price isn’t going to be an object. Probably not. But just imagine he did.

Clothes 291
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6-Step Checklist for a Successful Sales System

Office Organization Success

You’ve done all the hard work in creating it and getting it ready to sell on your website; the one job that remains to be done is to actually get it out there so your clients can purchase it … you need a Sales System! In this article I’m sharing with you my back-office checklist so that you don’t miss anything out! Sub Headline.

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5 Steps to Increasing Your Cash Flow

Office Organization Success

For these reasons I am huge fan of payment plans, both for making my own purchases in my business and for clients to pay me. With a merchant account you can very easily accept all major credit cards without your clients and customers having to go via Paypal (this is a great option for a secondary payment processor).