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Do I Need an Estate Plan?

Success

Understanding why you’re creating one and the documents you must include for your situation can make the process easier. Having a will and other estate planning documents are the best way to ensure that the people you want to inherit your money, investments and property actually do. I’m not rich; do I really need an estate plan?

Medical 246
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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. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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The 7 Biggest Financial Mistakes to Avoid in Your 50s

Success

Failing to take advantage of maximums and catch-up contributions Brown says the top mistake he sees clients make in this decade is not increasing their retirement savings. The IRS allows people in their 50s to contribute larger amounts than other age groups to catch up to their retirement savings goals.

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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. Setting up employee personnel files is an important part of the recordkeeping process. If so, then the document should be included in the employee’s general personnel file.”.

Filing 121
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I Shared My OCD Struggles with 11,000 Employees—Their Responses Showed Me the Importance of Vulnerability in Leadership

Success

The medications I was on and the behavioral therapies I had been taught were no longer working. I sent the marked-up document back to her. Later that afternoon, I had a break between Zoom meetings, so I got a chance to catch up on emails. But at that point, my OCD began to manifest itself in different ways.

Medical 321
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How Discrimination in the Workplace Impacts Black Women’s Health & Well-Being

Success

She was put on medication and had to take a few weeks off from work. For example, the National Partnership notes that “detrimental health outcomes are linked to both the accumulated burden of racism-associated stress that has built up over centuries and to institutional and interpersonal racism in the workplace.”

Health 264
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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