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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. They create a document retention policy that clarifies what needs to be saved, where, and for how long.

Policies 105
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Do I Need to Buy Life Insurance?

Success

Keep reading to learn about the different types of life insurance policies, how to determine if you need to buy it, and how much your policy should be worth. People purchase life insurance to help their families replace lost income and cover final expenses after death. Within permanent policies , there are a few options.

Policies 253
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5 Long-Term Financial Goals and How to Achieve Them

Success

Your long-term goals are an important aspect of your financial health. Most people use a mortgage to buy real estate, but many mortgage lenders ask for at least 20% of the purchase price as a down payment. However, most people get started by creating estate planning documents like a will and taking out life insurance policies.

Goals 274
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Stay organized and secure with electronic records management

BMT Office Administration

He put Laura in charge of going through a bunch of drawers with instructions to make folders to organize papers of current worth, box up other documents that somebody might need down the line, and toss insignificant and old material. Fires, floods, and even spilled cups of coffee can render physical copies of documents unreadable.

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Tax Tip for the Office Professional

The Office Professionals Place

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Look into purchasing an all-in-one fax, printer, and copier. When the computer is not in use put it in sleep mode.

Filing 100
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Miscommunication, Misfiled, and Misplaced = Misrepresentation

The Office Professionals Place

How many times do you search through those piles in an attempt to look for a document that isn’t there? Schedule time in the day to file documents or keep a pile of “frequently referred to&# files on your desk for easy access. • Paper Documents Use the color coded system for filing (ie.

Filing 100
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Are you Ga Ga For Google?

The Office Professionals Place

Now Google can help you do things like…… Google Docs – Create and share your online documents, presentations and spreadsheets Google Voice - Don’t have time to listen to voicemails? Google Health – organize your medical records, prescriptions, etc. When the computer is not in use put it in sleep mode.

Google 100