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4 Smart Money Moves to Plan for Financial Security

Success

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. You should consult your own tax, legal, and accounting advisors. All investing involves risk.

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Employee Records: End of year review & preparing for next year

BMT Office Administration

The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue. These documents include payroll records, time cards, pay rate information, and anything else related to payment.

Medical 52
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It’s time to review (or create) your document retention policy

BMT Office Administration

Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. Their advice places a legal hold on physical and electronic records that should not be deleted because of potential future use. When constructing your policy, examine legal and regulatory guidelines. Per the U.S.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Jan bit her lip and hoped that Laura had not accidentally tossed evidence the legal department might need in a harassment lawsuit. Such a management system utilizes information technology to organize and store records in electronic form. An ERM system enables people to find the right information when they need it.

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Snail Mail 101

Clutter Coach

Similarly, one of you may be responsible for social engagements and medical appointments. I know they have fascinating and important information in them, but you don’t have time to read them and keep up with what came in today. Information is only useful when you can get at it. Especially things involving money.

Medical 100
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Oh where or where is my password?

Laughing all the Way to Work

I purchased a small address book in which I can keep the website address along with my user name and/or password for each particular site. I hope you keep your address book locked up as that would be a very valuable source of information for someone up to no good. Too much information. Back to the drawing board. 411 Look Up 411.ca

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Meetings Plus: Taking them offline

Laughing all the Way to Work

When I receive an initial request for a meeting, I use a meeting form and write down the information I need: who is requesting the meeting, what is the purpose of the meeting, where it will be held and a phone number or an e-mail address and dates that are available. Too much information. Do you like what you do? 411 Look Up 411.ca