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5 Long-Term Financial Goals and How to Achieve Them

Success

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. In addition to your own contributions, many children receive cash gifts for birthdays or holiday presents over the years.

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The 6 Biggest Financial Mistakes to Avoid in Your 30s

Success

They’re not sure what to do and how to allocate their funds,” says Kevin Mahoney, CFP and the Washington, D.C.-based The same study from Debt.com found that one in three credit card holders in the U.S. have maxed out their credit cards to cover expenses due to inflation.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

It sets out specifically what your terms and conditions are, i.e. payment policies, payment methods, confidentiality etc. Credit Card Authorization Form: you want to get paid, right? Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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How to Set (And Stick To) Your Business Boundaries

Office Organization Success

So it’s really important that you have in place clear policies and processes, and that you have effectively communicated those policies to your clients. And how you handle these situations makes all the difference in the smooth running of your business. Create a Sales Policy page that you put up on your website.

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The 12 Privacy Tips of Christmas

Ian's Messy Desk

Six points for consumers : Ask how personal information (eg. Minimize the number of identification and credit cards carried. Tear/shred receipts, copies of credit applications, other documentation containing personal information, don’t just throw it in the garbage. Obscure credit card numbers on customer receipts.

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5 Steps to Increasing Your Cash Flow

Office Organization Success

And on the income side , I can easily anticipate how much is going to come into the business every month, and make plans accordingly. And I can also grab opportunities as they present themselves because I know my financial situation. Have clear payment policies in place. Click here for immediate access. (c)

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

It sets out specifically what your terms and conditions are, i.e. payment policies, payment methods, confidentiality etc. Credit Card Authorization Form: you want to get paid, right? Be sure to include this form on a separate page so that your client can fax back their credit card details to you.