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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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5 Financial Basics Everyone Should Know

Success

Ignoring the flash isn’t easy, and creating a system that works for you can take time and trial and error. A popular and relatively straightforward system is the 50/30/20 method. Your percentages may vary based on your expenses and income. Plus, it’ll make other financial topics more manageable when they come up.

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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. photo by: 401(K) 2013. Guest Post Paperless'

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3 Ways to Avoid Overspending During the Holidays

Success

Every January, we would find ourselves with a large credit card balance and would have to adjust our goals to make up for it. As much as we love nice things, we made faster progress toward our financial goals when we realized that those little upgrades are not just one-time expenses. Create a Joy Scale.

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How to Prepare for a Recession

Success

Recessions are generally accepted as part of our economic system. One of the best things you can do to prepare for any financial downturn is to pay off your credit card or other high-interest debt. Saving six months’ worth of living expenses can seem impossible, but focus on slowly building up your savings over time.

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5 Steps to Increasing Your Cash Flow

Office Organization Success

I come across too many business owners who do not have this crucial foundational system in place. FREE Online Business & Marketing Systems Checklist. Access your 26-point Online Business Management & Marketing SYSTEMS CHECKLIST . On the expenses side , I can easily budget for expenses.

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5 Best Tax Practices for the Worried Virtual Assistant

Virtual Moxie

I didn’t have the credit score I needed to take out even a small loan or get a new credit card, so I decided to not pay my taxes (quarterlies, specifically), and use that money as a float to carry my burgeoning business. Whatever system and processes you land on, do those, and do them all the damn time. Find another way.