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Using a Financial Planning Checklist Can Help You Meet Your Goals

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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. It also gives you time to make corrections if needed.

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7 Apps to Teach Kids About Money

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A 2017 study found that disparities in financial literacy may account for as much as 40 percent of the wealth gap between those retiring with more and those retiring with less. RoosterMoney is primarily an allowance app for kids, but it’s particularly handy for teaching kids about saving for short-term and long-term goals.

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Helpful Budgeting Tools to Keep You On Track

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Using budgeting tools will offer less hassle and let you keep working toward your financial goals. Many apps link to your bank and investment accounts and download transactions automatically. It also lets you customize your categories, set goals and attend workshops to help you learn how to budget and manage your money effectively.

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7 Money Mistakes You’re Making in Your 20s

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Plan ahead and withdraw money from your bank, or download a peer-to-peer mobile payment app like Venmo, PayPal or Cash App. It can also pad your emergency savings or get you $720 closer to your big savings goals like a house or retirement. That means if you withdraw $60, you might pay $2.50 for the ATM and up to $5 to your bank.

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Is Mint the Best Budgeting App for Me?

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Mint can help you track your spending and income, alert you to fees or interest and even help you set goals like paying down debt or increasing your emergency fund. It also offers helpful tools like automatic account syncing and categorization, goal setting, spending alerts and even investment tracking.

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Ep 243: Nicole Grinnell on Delegation and Unlocking Your Productivity Potential

LEADERASSISTANT.COM

THE LEADER ASSISTANT BOOK Download the first 3 chapters of The Leader Assistant: Four Pillars of Game-Changing Assistant for FREE here or buy it on Amazon and listen to the audiobook on Audible. Nicole Grinnell 5:57 Yeah, so I’m the CEO that I was mainly supporting, actually retired.

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Tips to Go Almost Paperless - Productive & Organized

Stephanie LH Calahan

6 -- Make Sure You Don't Receive Things You Will Never Read Do you get prospectus change notifications or annual reports from investments that you have in you retirement accounts, or other savings?    You can download the manual, print the page from their troubleshooting guide, and you'll be back in business in no time!