Your Year-End Financial Checklist: Setting Up for Success in 2024

Your Year-End Financial Checklist: Setting Up for Success in 2024

As the holiday season approaches, there's one gift you can give yourself that will keep giving all year long: organized finances. Here is True Assisting's financial checklist with essential steps to wrap up 2024 and set yourself up for financial success in 2025.   Disclosure: This blog may contain affiliate links, which means we may receive a commission if you click a link and purchase something we have recommended. This commission comes at no additional cost to you. Thank…

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Mastering Financial Organization: Creating a Timeless Financial Calendar

Mastering Financial Organization: Creating a Timeless Financial Calendar

Financial Planning: Organizing Your Finances In a world where financial landscapes are constantly shifting, the need for effective money management remains constant. Achieving clarity and control over your finances is essential regardless of your circumstances. Effective management, whether handling a fixed income, diverse portfolios, or family finances, is critical to making informed decisions and maintaining peace of mind. This is where a timeless tool – the financial calendar – comes into play. Unlike other trends, the principles of financial…

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Beyond Mint: Top Apps for Smart Financial Planning

Beyond Mint: Top Apps for Smart Financial Planning

As we approach January 1, 2024, the personal finance landscape is undergoing a significant shift with the closure of Mint, a popular budgeting tool. For many, Mint has been a cornerstone in managing personal finances, but its transition to Credit Karma may not align with everyone's budgeting needs. In this guide, we'll explore alternative budgeting apps with robust features to keep your financial health in check. Plus, we'll walk you through the steps to transfer your financial data from…

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The Importance of Teaching Financial Literacy in High School

The Importance of Teaching Financial Literacy in High School

Financial literacy is a crucial skill that everyone should possess in order to manage their finances effectively. Unfortunately, it's not always taught in schools, which can leave young adults ill-equipped to handle their finances in the real world. Did you know that only 26 states require high school students to take a course in personal finance? Next Gen Personal Finance is on a mission to change that by 2030! Let's explore the benefits of teaching financial literacy in high…

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8 Ways to Be Money Smart

8 Ways to Be Money Smart

Managing money is an essential life skill that can lead to financial freedom and stability. Being money smart means knowing how to make the most of your financial resources, whether you're on a tight budget or have a comfortable income. Here are eight ways to be money smart that you can start implementing today. Disclosure: This post may contain affiliate links, which means we may receive a commission if you click a link and purchase something we have recommended.…

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