Success

APRIL 10, 2023

Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. Subtract your net income from your net expenses.

Goals 305

Goals Credit Card Retirement Budget 305

Success

JANUARY 30, 2023

Many apps link to your bank and investment accounts and download transactions automatically. Personal Capital The Personal Capital app will import transactions and help you categorize expenses, but it excels at helping you manage your investment portfolio. Budgeting apps Apps are great budgeting tools.

Budget 243

Budget Finance Expenses Goals 243

Success

JANUARY 27, 2023

Mint also offers educational resources to help you learn about personal finance and various calculators to help you with your retirement planning , debt repayment timeline or savings rate. After users sign up and link their banking, credit, and loan accounts, Mint will download and tag recent transactions.

Budget 235

Budget Credit Card Finance Retirement 235

Admin Awards

DECEMBER 1, 2021

For Kathleen Earley, who recently retired as Executive Assistant to the President and CFO Emeritus at Salesforce and spent 50 years as an Admin, it’s all about staying ahead. “You may still have to do travel and expense reports, but you should look at everything from a larger mindset, a wider scope,” she says.

Administrative Professionals 52

Administrative Professionals Confidence Retirement Mentoring 52

Service Untitled

JULY 15, 2010

The woman was retired, on a fixed income and now had a new puppy. Less expensive products were offered, but Jane kept coming back to her original choice, and just wanted to think about it. Jane’s pet had recently died and the carpeting needed replacement. The saleswoman found a selection Jane loved and worked up an estimate.

Customer Service 40

Customer Service Interviewing Training Expenses 40