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5 Long-Term Financial Goals and How to Achieve Them

Success

Pay off major debts Expected time: 5+ years Account types: Credit card debt, mortgage, student loans, car loans Getting out of debt is essential to the success of your other long-term financial goals. In addition to your own contributions, many children receive cash gifts for birthdays or holiday presents over the years.

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How to Get Organized Using Lists

Ian's Messy Desk

She has lists of gift ideas, quotes for greeting cards, honey-do’s and much more. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Gifts - organized by people and/or a general list of neat things to buy for others and where to get them.

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The tricky world of expenses

Practically Perfect PA

Do you have an expense policy in place? If you don’t have an expense policy, speak to other assistants and see if there is a common approach to expenses. It is a nightmare, especially if they travel abroad a lot and have loads of foreign currency in addition to the receipts and credit card statements.

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Is your customer service “naughty” or “nice?”

Service Untitled

Consumer Reports just came out with their holiday report card giving holiday shoppers some interesting facts Santa’s helpers will surely want to consider before buying gifts either at the mall or online.

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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. Home Decorators, as I was told was sold to Home Depot, and according to the supervisor’s excuse, Home Depot’s return policy is antiquated.

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Three Reasons You Need to Convince Newbies They Need a Website.

Men With Pens

Because I don’t have a US address on my credit card. I don’t have the gift of expression like the blog/comment posters here. Looks like you’re gifted, too. This week I was on a very well ranked and highly recommended site and went to buy two books, US$80 plus shipping. Kelly´s last blog.

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