Financial goals to Strive for by the Time You’re 30

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When you are in your 20’s you experience a lot of exciting changes in your life – graduating from college, starting your first job, buying your first car, getting your first apartment, etc. And of course not everyone moves at the same pace or takes the same path in life, but it is important to plan ahead and set some financial goals.

When you set financial goals, especially at a young age, it can set you up for financial freedom later on in life. It might not seem super important right now to plan 20, 30, or 40 years ahead, but doing so can give you more choices in the future.  It is a great feeling knowing you are on track with your money, and now is the perfect time to start working towards financial security.

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Are you tracking your Net Promoter Score?

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If you are looking at the title of this blog and wondering what your Net Promoter Score is then chances are you probably aren’t tracking it, but that’s OK, because it’s really never too late to start.

First, let’s begin with the basics:

What is a Net Promoter Score? A Net Promoter Score – NPS –  measures customer experience and predicts business growth. You can calculate your NPS very simply by asking customers one simple question that they answer based on a scale of 0-10: How likely is it that you would recommend [brand] to a friend or colleague?

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Common Excuses and Myths that are Keeping you from Buying a Home


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If you are considering buying your first home, you’ve probably spent some time on Google, talked to other people asking for advice and are in information overload!  How can you tell if the advice is good…or just a myth?  It seems like everyone you meet has a story about buying their first property or an opinion about what type of real estate that you should buy. There is just as much bad advice – if not more – out there as there is good advice, but it can be difficult to navigate the fact from fiction to make your own informed decision.

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Fundraising Tips to Help Boost your Nonprofit’s Donations

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Many nonprofits, especially smaller organizations, struggle with finding fundraising ideas that will make a big impact, but don’t require an army to pull off or huge overhead. It’s no secret that nonprofits rely on effective fundraising to fulfill their missions, that’s why it’s vital for these organizations to build lasting relationships with donors.

Often times nonprofit organizations, executive directors, and board members need some quick fundraising ideas to get some funds in the door to cover operational costs, start a longer-term campaign, get through a mid-campaign slump, or for an emergency situation. Fundraisers need to be engaging enough to get people involved and get them involved quickly.

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Things I Wish I Knew BEFORE Building my House

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Whether you’ve spent months house hunting to no avail, or you’ve always wanted to build your own home, the idea of building your dream home sounds like an amazing idea. While building a house from the ground can deliver you the EXACT house you want, you’ll probably learn some tough and expensive financial lessons along the way.  

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Health Care and the Future of Remote Care

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Health Care has been the essentially the same for decades. You call a doctor, make an appointment, and then visit their office to get your issues addressed. Whether it’s for being sick or just routine care, the process is pretty much the same. It’s an in-person, at-the-office experience for more or less everyone. We take time off of work, drive to the doctor’s office, and spend at least an hour or two out of our day for the process. But with advances in technology and more and more things being done online or remotely – is that the new future of health care?  For some, it will become the norm. 

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Merchant Payment Solutions – it’s more than just accepting credit and debit cards

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I often joke – never mug a banker since we never carry cash!  As a consumer, you know how important it is to be able to use a credit or debit card when making purchases. In fact, it’s surprising how many people don’t carry any cash on them and not every business will accept a personal check – although less and less people are using those as well! So as a business owner, whether big or small, a startup or seasoned, you know that accepting credit and debit card payments from your customers is crucial to your all around success.

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Data Overload – how to avoid it

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We live and work in a very data-driven world. We track everything from steps we take in a day, how many likes we get on a Facebook post, visits to the company website, etc., etc. etc. When it comes to business, we are using dashboards to manage metrics and KPIs all to help us make sense of the enormous quantity of information  in hopes to turn that insight into actionable items that will improve our business and our customers’ experiences with us. 

You’ll hear far less people making decisions based on hunches, guesses, or their gut, and instead making decisions based on data, analytics, and crunching of numbers. When it comes to meeting goals and KPIs, data is especially important and is vital to every organization. The right data and metrics can give us a read on the health of our product/service, help us identify strengths and weaknesses, track improvement over time, diagnose problems, etc.

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Back to School and Insurance – is your college student covered under your policies?

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Heading off to your first semester of college can be both an exciting and emotional time, and not just for the student! One often overlooked item is insurance. Should your college student remain on the family’s auto policy? Are their personal belongings covered if there is a fire or theft in the dorm, or they lose them? What happens if they are sick and need to see a doctor, are they covered?

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