In my budget seminars, I begin by asking participants to write down their most important financial goal. I do this because the budget is an essential tool to helping you realize your dreams.

So this is the year you’re going to break away from the pack and set reasonable, achievable goals. And then, you’re going to get through your whole list so you can reach even higher in 2012. Call them ...

Are you reaching your strategic goals? Strategic planning comes in many flavors and there are many methodologies to create a successful plan to guide companies to achieve their substantial goals.

No matter how far along in your career you are, you have goals you are looking to meet, ranging from personal wants to professional musts. Hitting these milestones, however, can be difficult — ...

Like many diligent small-business owners, you drafted a list of goals when you wrote your business plan, and you updated them when you created your business marketing plan. But since then? Who has ...

A customer service goal is a target that enables your company to measure its progress toward a long-term objective of achieving the highest level of customer satisfaction. You can use customer service ...

Everyone has personal and professional goals in life. However, those objectives may be vague and abstract, like “get a promotion” or “start a business.” The key to making your vision a reality is to ...

The "envelope system" is a well-known money-saving strategy. The idea is to save for your goals—a down payment for a home, a new car, a vacation—using a series of envelopes. Every payday, you peel off ...

There’s a running joke around our office that says if my colleague Meghan and I drive separately to the same client meeting, she will beat me there by more than 10 minutes every time. I’m basically ...