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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 274
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It’s time to review (or create) your document retention policy

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Jan bit her lip and hoped that Laura had not accidentally tossed evidence the legal department might need in a harassment lawsuit. The need for company policies. Effective management of electronic records requires an organization to develop specific policies. This information also serves as institutional memory.

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The Do’s And Don’ts Of Digital Document Management Systems (DMS)

Small Business CEO

With flexible working and Bring your own Device (BOYD) policies becoming the norm, it is increasingly difficult for business owners to keep track of one of their most valuable company assets, i.e. their business-related documentation. Do you need an onsite, hosted or hybrid solution?

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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.    In addition to ensuring that those you bring on are consistent, you will have a variety of tax and legal considerations to manage in order to get it right.  1 - Financial Management.   Get away from co-mingling your funds. 

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Want to expand your horizons? 35 new books from TED speakers that will enlarge your world

Ideas.Ted

In this book, she presents evidence that while large philanthropic donations and headline-making policy changes may get most of our media attention, they are not the only tools to achieve peace. White Americans today earn 13 times the median income as Black Americans, according to policy analyst and racial justice advocate Heather McGhee.

2019 139