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

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

Success

Since 2007 the American Psychological Association has conducted an annual survey called “ Stress in America.” The survey, released in October 2021, reported that the COVID-19 pandemic continues to impede decision-making ability, which includes financial decisions. It’s a form of gratitude and mindfulness, he says.

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How Financial Wellness Programs Can Benefit Employees and Employers

Success

In fact, 54% of employers currently offer financial wellness programs, based on responses to an annual survey conducted by the Employee Benefit Research Institute (EBRI). Companies can gauge employees’ interest in financial wellness programs by conducting anonymous surveys, she adds. Such benefits can yield significant results.

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4 Smart Money Moves to Plan for Financial Security

Success

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. That’s because when we delay organizing our finances, it causes us to delay a lot of other things, too.

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Internet retailers should capitalize on customer service

Service Untitled

pop-ups, forms, surveys, or the need to log in for a membership. The website should clearly explain security measures for credit cards, returns, receipts, back orders, and deliveries. Here are some suggestions: Websites should be attractive, but keep it simple. Customer ordering should be user-friendly and methodical.

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‘WOW’ customer service has to be reliable and consistent

Service Untitled

As I call to cancel the order and ask to have a written confirmation on my credit card of the cancellation, I am told the company must first inform their vendor of my desire to cancel. Their return policy provides for an immediate credit to the original form of payment. Companies just need to learn to do it better.

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Small Business World News Round-up – 2009/12/01

The Small Business Blog

Business owners increasingly upset over credit card transaction fees : Card issuers contend their swipe charges don’t hurt and should remain the same. The Latest Entrepreneurial Fantasy Is Selling Cupcakes : Move over restaurants and bed-and-breakfasts.

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