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How to Create a Personal Financial Plan

Success

From there, you have an easy reference point for the rest of your financial plan. Review your money story. If you’re having trouble answering some of these questions, review your money story and identify the significant themes from your past, as well as the language you used when you envision your future. Who do I want to be?

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5 Tools to Help You Automate Your Work

Office Dynamics

Choosing the right tool might mean selecting the best fax machine , which refers to choosing optimum working capacity for your work flow. An app such as Evernote can be linked to task running apps like Trello and Asana and even to your Google calendar. This is an interesting App used to schedule tasks for later reference.

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How to Get Organized Using Lists

Ian's Messy Desk

Here is a quick outline of some of the lists you can keep: Reference. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Restaurants - for business or pleasure, to review for ideas instead of same-old same-old. They consolidate all your tasks in one place.

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The Three Day Productivity Retreat Everyone Needs

Productivityist

A wall calendar. All the books you’ll need to reference. Maybe you want to get out of credit card debt by a certain date. Whatever it is, get it down on a calendar. Completely Out of Credit Card Debt—July 15. You want to have a list that is visible and reviewed so you can keep working on those goals.

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The Three Day Productivity Retreat Everyone Needs

Productivityist

A wall calendar. All the books you’ll need to reference. Maybe you want to get out of credit card debt by a certain date. Whatever it is, get it down on a calendar. Completely Out of Credit Card Debt—August 15. Go deep on this list. Pens/paper/Sharpies. Snacks (avoid carbs at all cost).

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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

You can easily track personal and business finances, quickly see the profit/loss of the business, create invoices, review financial reports, import data AND easily transfer information to Turbo Tax (another program I'd recommend!) Accept Credit Cards Anywhere, Any Time. You won't regret it. Find here: steph.bz/iB5cj3.

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My Time Management Reboot: The Pros and Cons of Electronic Systems and Why I Created a Hybrid

Eat Your Career

It’s so easy to say, “I’m just gonna jump into my calendar really quick and update a few things,” and the next thing you know, you’re watching cat videos on YouTube. It’s a Franklin Covey binder with the following elements: Month-at-a-glance calendar sheets (on 2 pages). Completing my weekly review. Electronic Calendar.