article thumbnail

Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. It also gives you time to make corrections if needed.

Goals 297
article thumbnail

Is Mint the Best Budgeting App for Me?

Success

Mint also offers educational resources to help you learn about personal finance and various calculators to help you with your retirement planning , debt repayment timeline or savings rate. After users sign up and link their banking, credit, and loan accounts, Mint will download and tag recent transactions.

Budget 216
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Helpful Budgeting Tools to Keep You On Track

Success

Many apps link to your bank and investment accounts and download transactions automatically. Although Mint is free, it does have ads and will make recommendations on products based on your information, like finding the best high-yield savings account for your emergency fund. Budgeting apps Apps are great budgeting tools.

Budget 231
article thumbnail

The What, Who and How of Outsourcing… So You Can Let Go

Success

When Harry Hecht, an Orlando, Florida-based mentor with SCORE—originally named the Service Corps of Retired Executives—encounters business owners who are reluctant to outsource, he has them track their time. “I What about the confidentiality of your business information?

Elance 275
article thumbnail

A Re-Post - Interview Styles: How I Aced A Job Interview Without Selling Myself

Musings of a High-Level Executive Assistant

I assumed that this more senior executive probably got a full download of the questions and what happened in my first interview. I also wanted more information that would prep me for hopefully meeting my future boss AND getting as much information as I could about what I could expect should I be given the chance to work with them.

article thumbnail

What can assistants expect in 2014?

Practically Perfect PA

Information Security and confidentiality. Confidentiality is still a fundamental aspect of our role but overall in 2014 we will see an increase in the importance of information security across most organisations. Businesses will look at who has access to what and which levels of security staff are granted. Client entertainment.

2014 100
article thumbnail

Ep 243: Nicole Grinnell on Delegation and Unlocking Your Productivity Potential

LEADERASSISTANT.COM

THE LEADER ASSISTANT BOOK Download the first 3 chapters of The Leader Assistant: Four Pillars of Game-Changing Assistant for FREE here or buy it on Amazon and listen to the audiobook on Audible. That’s leaderassistant.com/243 to check out the show notes and information on this episode. Today I am speaking with Nicole Grinnell.

AT&T 72