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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Review your bank and credit card statements Even if you check on your bank accounts daily, pulling your bank and credit card statements can help you understand how the first quarter of the year has gone. Subtract your net income from your net expenses.

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Even Processing Credit Cards Can Be Paperless

Eco-Office Gals

Not having a method to accept payments from these cards could cost you sales. However, you don’t have to be drawn into a merchant account for credit card processing that uses paper receipts, a bulky device at the register and paper monthly reports sent to you in the mail.

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16 Rich Habits

Success

It’s true: Habits are neural pathways stored in the basal ganglia, a golf ball-size mass of tissue right in the center of our brains, in the limbic system. Stay away from accumulating credit card debt. Try to stash six months of living expenses in an emergency fund in case you lose your job or your business goes belly-up.

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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. These types of violations can cost your organization $75,000+ , so keeping confidential information separate is a must.

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10 Tools to Help You Track Your Money

Productivity Bits

This is a guest post by David, co-founder at Credit Card Compare , one of Australia’s top independent services allowing consumers to compare balance transfer rates in order to pay less interest per month. iWallet – a comprehensive app for the iPhone that allows users to track their budget, income, and expenses.

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8 Pieces of Financial Advice for New College Graduates

Success

Following a financial independence plan, which includes a savings system and budget, will be the key to chasing your goals while maintaining a roof over your head and food in the fridge. By focusing on a few key areas, you can create a system that works for you. You may not get your expenses to match the 50/30/20 percentages.

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Eight reasons why assistants should use a travel management company

Practically Perfect PA

The travel agency should have a 24 hour emergency helpline which means if anything goes wrong your colleague can contact them to find out information and get an idea of when they can get home. Booking directly will require you to use either your manager’s corporate credit card or their personal card and then ask them to claim the money back.

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