Manage household bills for 12 months. Store receipts and warranties. Avoid late fees. Use immediately. Includes full envelopes and Bill-Calendar. Manage finances for multiple households. Great for everyone and those paying creditors for external affairs such as a small business, group, aging parents, life insurance policies, students and etc. Easy to store away by year.
Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge ... [Read More]
** Fully reviewed and updated for the 2019-2020 financial year** This is the only money guide you'll ever need That's a bold claim, given there are already thousands of finance books on the shelves. So what makes this one different? Well, you won't be overwhelmed with a bunch of 'tips' … or a strict budget (that you won't follow). You'll get a step-by-step formula: open this account, then do this; call this person, and say this; invest money here, and not there. All with a glass of wine in your hand. This book will show you how to create an entire financial plan that is so simple you can ske... [Read More]
J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attra... [Read More]
Know exactly when to pay bills, mail greeting cards, and remember important dates with the Wooden Personal Secretary. Each day of the month has it's very own slot -- when bills arrive, just slip them into the appropriate day. You home stays neater, plus everything stays right where you need it! You'll save both time and money -- and you'll have the piece of mind of knowing all your payments are on time and you haven't forgotten any important dates.
Get Your Finances Organized. Avoid Late Fees, Pay Bills On Time. Save Tax-related Receipts and Information. Paying Bills On Time is the easiest way to save money. This Organizer is an easy way to get your Bills organized to make paying bills easier. Being Organized for Tax-time takes all the dread out of this requirement to pay taxes. The Bill Organizer is 9 x 12 Inches, and has 7 Cardstock Pages for 14 Pocketed Pages. The included Stickers let you organize either by Month, or by Category. Each Page has 15 lines to record due dates, transaction or check number, company name or description, amo... [Read More]
Limited Time Offer - only $7.49 Budget Planner Journal / 130 Pages of Planner/ Bill Tracker Journal Prompts This Budget Planner journal contains 130 of pages to take notes and plan for your budget each
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When should you use - or not use - a financial planner?How do you find a financial planner you can trust?What should you look for in a financial planner?How can you evaluate his or her
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