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Financial Improvement Strategies for a New Year

Money Talk

Save annual summary statements to help calculate a capital gain or loss when shares are sold. Reconcile and file bank checking account statements monthly. Social Security), and the future value of existing savings (e.g., Keep Good Financial Records- A paper or digital file folder for each stock or mutual fund you own is useful.

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How to Inventory and Protect Your Digital Assets

Money Talk

Digital assets are any personal information stored electronically on any electronic device (e.g., The best way to determine their value is to prepare a net worth (assets minus debts) statement that includes digital assets with monetary amounts. laptop, tablet, cell phone) or “cloud” server.

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5 Things Amazing Company Mission Statements All Have in Common

Achievers

How do you tell the world about the values behind your company? A mission statement keeps everyone on the same page with respect to why you’re even in business at all. Here’s an exploration of what mission statements are and are not, together with five characteristics that amazing company mission statements all have in common.

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5 Steps to Define Core Values in Company and Ideology behind it

Qandle

Core values are the fundamental beliefs and principles that shape a company’s culture, strategy, and decision-making processes. They define the company’s personality and guide its actions and behaviors. So, let’s dive in and explore the process of defining core values for your company.

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Portfolio Rebalancing in Later Life

Money Talk

One of my favorite “niche” areas of content development work, in addition to personal finance topics for military families and financial educators, is financial transitions in later life. Portfolio Rebalancing Basics Like some of my blog posts, this one is informed by personal experience. Not surprising.

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24 Actionable Employee Engagement Ideas and Activities

Achievers

Not feeling valued is one of the primary reasons employees decide to leave an organization, and recognition is one of the best ways to improve employee engagement. Rewards, personalized based on what really excites a particular employee , are far better motivators than generic t-shirts or one-size-fits-all water bottles and watches.

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Employee Birthday Wish Email Template

Qandle

Often, a customized statement wishing the employee a happy birthday and expressing gratitude for their contributions to the team or company is included in the email. To ensure that an employee feels valued and appreciated, a birthday greeting letter may also contain a token of appreciation in the form of a little gift or gesture.

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