Remove Credit Card Remove Health Remove Legal Remove Policies
article thumbnail

5 Long-Term Financial Goals and How to Achieve Them

Success

Your long-term goals are an important aspect of your financial health. 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.

Goals 289
article thumbnail

Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Agreements related to the use of a company car or business credit card. Health insurance forms. Also, many employers who provide group health plans are subject to privacy obligations under the federal Health Insurance Portability and Accountability Act (HIPAA). Employment agreements, such as confidentiality.

Filing 121
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

  Co-mingling is when your personal and business finances are mixed--either through a bank account or credit card.    If you are the type of person that procrastinates when it comes to money, this is the best choice for the health of your business.    Get away from co-mingling your funds.