Remove Credit Card Remove Expenses Remove Legal Remove Policies
article thumbnail

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. Opening a college savings fund for your child when they’re young can help you save for their future college expenses.

Goals 288
article thumbnail

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

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. Also, you’re legally obligated to retain these records for at least one year by the EEOC.

Filing 52
article thumbnail

Grow Your Business With These Eight Processes Every Business Should Have

Stephanie LH Calahan

Have a reliable way to understand the expenses and assets that your business has.    Co-mingling is when your personal and business finances are mixed--either through a bank account or credit card.    An employee policy manual and job descriptions are a great place to start. 5 - Technology. .