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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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The 7 Biggest Financial Mistakes to Avoid in Your 50s

Success

With extra cash—and in many cases, children out of the home also creating an extra cash infusion—he sees larger houses and more expensive cars show up. It’s not the time to go start taking on extra expenses,” he says. You should be saving as much as you humanly can.

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Do I Need to Buy Life Insurance?

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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 223
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Starbucks To Reimburse Workers Who Travel For Abortion Or Trans-Related

Allwork

After leaked documents showed the U.S. The most recent firm to announce this type of policy is Starbucks. Employees will receive reimbursement for travel expenses in relation to abortion or trans-related healthcare services if neither is available within 100 miles of where a worker lives. .

Travel 246
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5 Long-Term Financial Goals and How to Achieve Them

Success

Send your children to college Expected time: 17-25 years Account types: 529 plans, Coverdell Education Savings Account (ESA), custodial accounts, brokerage accounts, high-yield savings accounts , Certificate of Deposit (CD) Welcoming a new child into your family is an exciting step, but it can also be expensive.

Goals 243
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Here’s Why Your 2024 Corporate Workplace Strategy Needs Coworking

Allwork

Thank You, Early Adopters As coworking leader Cat Johnson has documented here and here , coworking businesses are not only thriving, but are here to stay. They adopted a digital-first working policy, allowing people to work from home if they choose. However, this was part of a much larger cultural shift at the company.

2024 306
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What electronic record-keeping software best fits your needs?

BMT Office Administration

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If you don’t have that document backed up in an electronic format, you may have just lost important company or employee data. Having proper document retention practices is a key part of compliance.

Filing 98