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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.

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5 Long-Term Financial Goals and How to Achieve Them

Success

The timeline of a long-term goal generally isn’t strict, giving you plenty of time to review and adjust your goals as you go. 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.

Goals 288
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Lessons From Past Recessions

Success

Having a plan in place can also help you find some silver linings and free your mind to see some of the opportunities a downturn can present. As part of your financial plan, consider the following: Review your finances. Start by reviewing where you stand financially to get a clear overall picture of your financial life.

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Academic Studies Show Gig Work Increases Entrepreneurship an Acts as a Safety Net

Small Business Labs

  The University of Chicago Booth Review article Does the gig economy promote entrepreneurship? Two recent academic studies illustrate several of the benefits of the gig economy.  covers a study showing that gig economy employment helps people make the leap to entrepreneurship and start their own businesses. 

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Payment Processing "On Location" Just Got a Whole Lot Easier (App How-To and Review)

Stephanie LH Calahan

Today, I'm going to walk you though processing a credit card, but as you can see, you could use this app as a general cash register if you wanted to. You'll also notice that this screen shot tells you that the card reader is not attached.      5 - Choose the scan card button.

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

BMT Office Administration

When thinking about what belongs in there, the Society for Human Resource Management suggests the following: “Consider whether the document would be relevant to a supervisor who may review this file when making employment decisions. Agreements related to the use of a company car or business credit card.

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Give Your Clients Options

Step It Up VA Coaching

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. E-books are great for people who prefer to review your products, services, or information in writing, and want to do so at their own pace.