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5 Long-Term Financial Goals and How to Achieve Them

Success

Pay off major debts Expected time: 5+ years Account types: Credit card debt, mortgage, student loans, car loans Getting out of debt is essential to the success of your other long-term financial goals. However, most people get started by creating estate planning documents like a will and taking out life insurance policies.

Goals 287
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What Is a Credit Freeze, and Should I Do It?

Success

It’s also important to note that while a credit freeze can make it much harder for someone to open an unauthorized account in your name, it does not prevent identity theft on its own. For example, if someone steals your credit card number, a credit freeze won’t stop them from making unauthorized purchases.

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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. If so, then the document should be included in the employee’s general personnel file.”. Recruiting and screening documents. Termination documentation.

Filing 121
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

While it’s clear that you need to keep a separate file for each employee, which documents should you include in it? After all, there are some documents that you’ll need to keep confidential , and there are some that you don’t even need to include in your personnel files.

Filing 52
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Snail Mail 101

Clutter Coach

manuals and documentation for stuff you no longer own; electric toothbrush, car, medical insurance plan. Files you need to maintain for legal reasons (tax returns, legal documents) are archives and should be kept in a less accessible spot, like the attic or the top shelf in the closet. Also shred credit card applications.

Medical 100
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Employee Monitoring: How to (and not to) track employee productivity

BMT Office Administration

Legal issues and concerns over webcam surveillance. It states that employers have the legal right to monitor employees’ verbal and written communications for any business purpose. That comes in handy when most of the work done at your organization is completed through files, such as Word documents or spreadsheets on a shared drive.

Filing 52
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

My scanner serves all these purposes -- scan a document in and you can then e-fax it over the internet, print out a copy, edit it directly through OCR software, save it as a PDF and toss the paper. I cant live without Quickbooks Pro with the cloud document management app. Accept Credit Cards Anywhere, Any Time.