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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

The more often you use it, the more data you have to compare your past and present situations. 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.

Goals 298
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Money Remains a Top Stressor for U.S. Adults—Here Are Some Tips to Better Manage Stress (and Finances)

Success

Bureau of Labor Statistics reports that roughly two-thirds of our economy is fueled by consumer spending, much of it in the form of credit card debt. One recent survey by the credit card comparison website CardHub observed that consumers added a total of $87.3 It’s a form of gratitude and mindfulness, he says.

Stress 241
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Paying Candidates for Interviews: What Should Be Covered and Why?

Success

Job candidates’ credit cards might be getting more action than they should, all while they are between employment opportunities. Also, if candidates are expected to travel more than an hour by car or train to an office that is not the office they would report to, we would expect to see the company offer some form of reimbursement.”

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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Agreements related to the use of a company car or business credit card. Health insurance forms. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file. You must keep a completed Form I-9 on file for each employee on your payroll. PIPs (Performance Improvement Plans).

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What I Learned from Keeping a Gratitude Journal

Success

After dinner, my wife had broken off to wrap presents, so I adjourned upstairs to accept my son’s challenge in a fierce game of Super Mario Kart 8. Gratitude journals are the opposite of work-intensive, requiring only a pen, pad and a handful of quiet moments.

Learning 363
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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. Visual learners will benefit from a video presentation, and get a real feel for you and your company that they won’t find in a written description.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free.