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Using a Financial Planning Checklist Can Help You Meet Your Goals

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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.

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7 Apps to Teach Kids About Money

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A 2017 study found that disparities in financial literacy may account for as much as 40 percent of the wealth gap between those retiring with more and those retiring with less. RoosterMoney is primarily an allowance app for kids, but it’s particularly handy for teaching kids about saving for short-term and long-term goals.

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7 Money Mistakes You’re Making in Your 20s

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Plan ahead and withdraw money from your bank, or download a peer-to-peer mobile payment app like Venmo, PayPal or Cash App. Paying credit card interest or fees. A credit card can be a useful tool. The credit card companies have enough money, so why give them more? You essentially just paid 12.5

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Is Mint the Best Budgeting App for Me?

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Mint can help you track your spending and income, alert you to fees or interest and even help you set goals like paying down debt or increasing your emergency fund. It also offers helpful tools like automatic account syncing and categorization, goal setting, spending alerts and even investment tracking. It costs $4.99

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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. Nicole Grinnell 5:57 Yeah, so I’m the CEO that I was mainly supporting, actually retired.

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Tips to Go Almost Paperless - Productive & Organized

Stephanie LH Calahan

4 -- Contact Your Credit Card Companies and Utility Companies for Paperless Statements Almost all credit card companies and many utilities have the ability to sign up for paperless billing now.  .  Eliminate a lot of paper by having your statements sent to you electronically in PDF format.