article thumbnail

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. Don’t beat yourself up if you had to put a repair or unexpected expense on a credit card.

Goals 299
article thumbnail

Give Your Clients Options

Step It Up VA Coaching

Make sure your website copy is concise, the navigation is intuitive, and information is available immediately and easily, in more than one form. Having downloadable MP3s allows folks to take it with them on an ipod, iphone or other MP3 device and listen to it on the go. Acknowledge that everyone learns differently.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Payment Processing "On Location" Just Got a Whole Lot Easier (App How-To and Review)

Stephanie LH Calahan

1 - Download the PayPal Here app.   When I set up my account to use PayPal Here I used their online form to get signed up, but found when I was helping my client that calling PayPal was a much faster way. . You'll also notice that this screen shot tells you that the card reader is not attached. 

article thumbnail

Give Your Clients Options

Step It Up VA Coaching

Make sure your website copy is concise, the navigation is intuitive, and information is available immediately and easily, in more than one form. Having downloadable MP3s allows folks to take it with them on an ipod, iphone or other MP3 device and listen to it on the go. Acknowledge that everyone learns differently.

article thumbnail

Give Your Clients Options

Step It Up VA Coaching

Make sure your website copy is concise, the navigation is intuitive, and information is available immediately and easily, in more than one form. Having downloadable MP3′s allows folks to take it with them on an ipod, iphone or other MP3 device and listen to it on the go. Acknowledge that everyone learns differently.

article thumbnail

Snail Mail 101

Clutter Coach

This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Also shred credit card applications. You can download PDF copies and keep them on your computer.

Medical 100
article thumbnail

Tips for Planning Someone Else’s Travel

Office Dynamics

Each traveler has personal preferences and unique quirks that make travel planning a true art form. If you choose to use Uber and Lyft for your the traveler, make sure their phone already has the app downloaded and is properly linked to their credit cards. However, travel is full of unpredictable changes.

Travel 100