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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. How you build generational wealth depends on your financial situation and those of your heirs.

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How to Save Money on Your Car Insurance

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But it’s a good idea to review your policy to ensure you have the best car insurance and check for a better price every six to 12 months, depending on when your policy renews. Understanding the coverage types and dollar limits on your current policy can help you ask informed questions and compare insurance companies one-to-one.

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What Is My Net Worth?

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You may be spending more than you earn and using credit cards to help you cover expenses. How to calculate net worth To calculate your net worth, you need to know what you have and what you owe. Liabilities are debts you owe others, like a loan or a balance on a credit card. What are my assets?

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The 6 Biggest Financial Mistakes to Avoid in Your 30s

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They’re not sure what to do and how to allocate their funds,” says Kevin Mahoney, CFP and the Washington, D.C.-based The same study from Debt.com found that one in three credit card holders in the U.S. have maxed out their credit cards to cover expenses due to inflation.

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30 New Year’s Resolution Ideas to Make 2024 Healthier, Happier & More Secure

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Here, we offer tips for creating your resolutions, learning how to keep them and even some New Year’s resolution ideas to get you started. To help ensure your success, let’s address a few tips on how to turn those New Year’s resolution ideas into reality in 2024 and beyond. Improve your credit score. Save more for retirement.

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How to Create a Sales Policy That is Fair to ALL of Your Clients

Office Organization Success

When you start developing your multiple streams of income business by adding products and programs which are available on your website, there’s a very specific policy you need to have in place … and that is a clearly defined Sales Policy. Part way through the payment plan one of your client’s credit cards gets declined.

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

Office Organization Success

It sets out specifically what your terms and conditions are, i.e. payment policies, payment methods, confidentiality etc. Credit Card Authorization Form: you want to get paid, right? Be sure to include this form on a separate page so that your client can fax back their credit card details to you.