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10 Best Financial Management Tools for Personal and Professional Use

Success

So, if you are keeping up with income and expenses, you can quickly pull the data without much thought. Empower also features calculators for education savings, net worth, personal budgets and investments, among others. This can help you figure out how much to allocate to this expense each month. Plus, it’s free. No problem.

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

BMT Office Administration

Personal information You’ll mainly want to include an employee’s contact information here, such as: Full name Date of birth Address Phone number (mobile and landline) Education Job description Qualifications Other employee information, like their social security number and banking information, should NOT be stored in your personnel files.

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