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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. AdVenture Capitalist is free to download, but before you set your kid loose, be aware that the app comes with some in-app purchases. Google Play : 4.5.

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Is Mint the Best Budgeting App for Me?

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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.

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Helpful Budgeting Tools to Keep You On Track

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Many apps link to your bank and investment accounts and download transactions automatically. The app and some of its investing tools are free to download, can help you learn about hidden fees you’re paying on your 401(k) and offers an investment checkup tool. Budgeting apps Apps are great budgeting tools.

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Ep 209: Molly Denham on Remote Work and Career Paths for Administrative Professionals

LEADERASSISTANT.COM

Following her retirement from military Service, she started a one-woman business providing virtual administrative support to retired General Officers and independent consultants in the defense industry. Also, check out the companion study guide, The Leader Assistant Workbook , to dig deeper.

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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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The Admin’s Impact on Employee Morale and Company Culture

Admin Awards

Moderated by: Cynthia Young, Retired Executive & Culture Builder – UT Southwestern, Ambit Energy & Southwest Airlines. – Nancy Nordberg, Retired Executive Assistant to the CEO, Maxim Integrated. – Nancy Nordberg, Retired Executive Assistant to the CEO, Maxim Integrated.