BMT Office Administration

FEBRUARY 26, 2025

CLM proves very useful in manufacturing, real estate, finance, healthcare, and technology. Will this platform integrate seamlessly with our existing systems, such as CRM (customer relation management) and ERP (enterprise resource planning)? Is this contract lifecycle management software intuitive and user-friendly?

Software

Work Life

JULY 7, 2025

If every company founder could go back in time and rethink their startup plan, most would say they wished they had been more intentional about the operations of their business. The concept was a kind of digital insurance, helping lost items find their way back to their owners. Discovery goes beyond customer interviews.”

Coaching

McKensey

JULY 9, 2025

This growth was initially spurred by financially savvy early adopters and digital natives that invested with neobanks and robo-advisers (especially because ETFs are usually a core component of savings plans). But the majority of net new flows in passives now come through traditional channels, including banks, advisers, and insurance agents.

Banking

Workplace Insight

OCTOBER 29, 2024

Offering a comprehensive employee benefits package is more important than ever, and Drewberry’s 2024 Employee Benefits And Workplace Satisfaction Survey found that a fifth of employees want insurance to protect their loved ones. So whenever you see “Group” before an insurance name, it means it’s for employees, paid by your business.

Insurance

Workplace Insight

OCTOBER 16, 2024

CEOs face sleepwalking into reputational disaster through a concerning over-confidence which masks inadequate crisis planning to mitigate modern day risks, according to a new report [registration] from PHA Group. Accounting and finance, and insurance firms were among the least prepared on this issue.

Finance

Success

JULY 18, 2025

You just need a plan, the commitment to stick to it and maybe a few financial freedom quotes to get you started. These words offer motivation and advice as you navigate the tricky yet transformational world of personal finance. Make a step-by-step plan for how you will get there and stick to it. But the good news?

Controlling

Success

JULY 31, 2025

Managing your personal finances well takes time and energy—sometimes more than we can spare. Sure, we can create a financial planning checklist or learn the basics of investing, but sometimes getting into the weeds is too much of a time-sink. So, how can you make the most of your finances if you’re in a knowledge or time rut?

Finance

Mad in America

JULY 26, 2025

If all of this comes to pass, it would represent the biggest roll back of health insurance coverage ever due to federal policy changes,” stated a report by the Kaiser Family Foundation. It stipulates that states are required to submit plans for “increased access to outpatient and community-based behavioral health care.”

Healthcare

Insperity

MARCH 29, 2022

Health insurance is often the biggest-ticket item in any company’s benefits package, and the cost of health insurance rises on average each year , historically. Companies spend a lot of money, time and effort to make their benefits competitive and provide quality group health insurance plans to employees.

Insurance

Wellable

DECEMBER 19, 2018

Despite the recent performance in the stock market and talks of a looming recession in the coming year, Americans are less focused on their finances.

Finance

Insperity

JANUARY 24, 2023

This is especially important as a potential economic downturn looms and businesses evaluate their finances. Health care benefits are the costliest line item for employers – and these costs consistently rise each year, with plan usage and claims history serving as the two big drivers. Businesses often struggle to contain benefits costs.

Insurance

Go Burrows

JULY 20, 2025

So I guess to just kind of give the elevator pitch at the header here, I support EAS AAS event planners, really, anyone planning any type of larger event with hotel venue sourcing to not only find the venue, but also do contract negotiations, coordinate site tours or fam trips, and also handle the communication back and forth with hotels.

Insurance

Success

FEBRUARY 20, 2023

Deciding when and how to manage your finances as a couple can be a huge source of stress in a relationship. Developing a budget , combining finances, opening a joint checking or savings account or deciding where to park your emergency fund are all tasks that can be tricky to navigate if you and your partner aren’t on the same financial page.

Finance

Insperity

FEBRUARY 13, 2018

When an employee is worried, unproductive and can’t afford to participate in group activities and outings because of finances, it not only affects the person but the team as a whole. Start by offering a solid benefits package that includes a great portfolio of health insurance options to choose from. Life can happen in an instant.

Insurance

Success

JULY 4, 2022

However, important skills like when and how to manage your finances don’t come naturally to many. Lesley Tenaglia, a mortgage agent at both Ultimate Mortgage and Finance Solutions Inc. That’s right—manifest your finances like you would for that front row parking spot. David Dick, CFP® and partner at Financial Plan Inc.,

Finance

Insperity

APRIL 5, 2016

While it’s not really your job to make sure your employees are saving for retirement, having a 401(k) plan among other benefits can help you both. You need a provider who can help guide you through the decisions of the plan and with some of the burden of responsibility. Just a 401(k) plan as a benefit is a good thing.

Finance

Success

APRIL 10, 2023

Using a financial planning checklist can make it easier to monitor your money and do some financial housekeeping. Use the topics below to help you start your financial planning checklist and make the most of your money. Periodically reviewing changes in your cash flow should be on your financial planning checklist.

Planning

Success

JULY 26, 2021

Many personal finance experts will tell you to take your current monthly expenses, add 4% to the overall number for inflation, and then multiply that by 25 or 30 in order to reach your financial independence goal. Look at things like health care, groceries, utilities, and insurance. Use large, medium and small goals.

Planning

Insperity

FEBRUARY 3, 2011

Sponsoring a retirement plan can help them get there. Retirement plans come in a wide range of shapes and sizes, each with its own unique functionality. The following steps can help simplify the process of choosing and managing a plan. The first step toward establishing a plan for your company is learning what is out there.

Planning

Success

NOVEMBER 18, 2021

We all know expenses exist, but the numbers keep adding up—rent, water, trash, electricity, cable, Internet, car insurance, renter’s insurance, gas, cell phone. Dive into a digital finance manager, excel sheets, worksheets and a homemade bill binder. This is something that happens after the planning stage.

Security

Success

JULY 19, 2022

Next, you’ll need to consider your current company benefits such as health insurance and retirement plans. According to the Bureau of Labor Statistics , the average employer paid “78% of medical care premiums for single coverage plans” in 2021, which is a nice perk. Create a plan. First, what are you trying to accomplish?

Insurance

Success

JULY 21, 2023

Frost is committed to taking one month off, but planning to ease back into work during the second month. So, she established a plan: She’d automatically earn money while she was out of the office by doing affiliate marketing. The post Planning to Take Maternity Leave While Self-Employed?

Planning

Insperity

JUNE 17, 2021

Compare how your company aligns with others in terms of salary and benefits, including: Health insurance PTO Leaves Options for flexible work schedules or remote work Unique perks. Do you find ways to accommodate them, on a case-by-case basis, when personal or family obligations conflict with work? Marketplace and competitor analysis.

Leadership

Insperity

AUGUST 13, 2020

As your business recovers from a crisis and you consider hiring again after layoffs, there are critical issues you need to think about and plan for to mitigate the risks to your company and increase your odds of long-term success. This plan should extend 12 to 18 months into the future. Selecting the type of employees you’ll hire.

Onboarding

Success

FEBRUARY 13, 2023

Managing your finances can feel overwhelming, especially if you’re trying to keep up with the latest budgeting software, personal finance app or investment hack and not just the financial basics. Instead of worrying about or avoiding your finances, focus on the basics. Then develop a plan to help you lessen their impact.

Finance

Success

JANUARY 9, 2023

Healthcare is complicated when it comes to finances. It’s especially nonsensical in the United States, where it’s designed to be intentionally confusing and expensive. It can cost an outrageous amount of money to have surgery or long-term treatment, and on top of that, billing errors are common.

Healthcare

The Office Management Group

APRIL 29, 2024

Ensure you plan to grow; put simple, yet effective processes in place now so that when the volume naturally increases with the growth of your business, you are ready for it. Make sure the employee liability insurance is displayed in your office! I’ve talked about trackers before, but it is so key!

Office Management

Success

DECEMBER 29, 2023

Often, these fall into categories of personal well-being, relationships and finance. Once you’ve identified your areas of focus, plan your approach by setting SMART goals. If you aim to eat healthier, plan your meals in advance. New Year’s resolution ideas to improve personal finance Create a monthly budget.

Security

Work Life

MAY 4, 2024

But the heady enjoyment of an adult-level salary—dining out, weekend getaways, wardrobe upgrades—can make it hard to remember the importance of planning for future needs. Pay Yourself First–Via Automation If you plan to save or invest whatever money is left after paying your bills, you’re likely to never set any money aside at all.

Purchasing

Success

JANUARY 17, 2023

Getting your finances in order can seem exhausting. Kiersten and Julien share tips for creating a system and carving out the time required to get organized through actions like automating savings, looking at current interest rates, updating budgeting apps and evaluating debt payment plans.

Finance

The Office Management Group

APRIL 16, 2023

What it means is you cannot be an expert in how your air-conditioning system works, how it should be cleaned and serviced, nor can you be an expert in what sort of chairs are out there and the many functions of them all or an insurance or rates whizz who knows exactly what the best products are out there for your business.

Payroll

Work Life

APRIL 15, 2024

Not only are the billing details confusing, but the requirements for insurance coverage seem to be in a constant state of flux. It can seem as though insurers intentionally create a painful process in the hope that most patients will give up and just pay. The patient is not responsible.

Healthcare

Success

APRIL 14, 2023

Write a business plan While Shinholser didn’t need investors or to borrow money to fund his business, his savings were an important element of his success. A written business plan is crucial to clarify your plans and your finances, Marshall says. Shinholser wrote a business plan before quitting his full-time job. “My

Small Business

Success

JUNE 23, 2023

After all, learning how to manage your finances before money mistakes happen can help you avoid easy-to-make slip-ups like dings to your credit score or an overdrawn bank account. If you just traded in your cap and gown for your first taste of real adulting, managing your finances might feel like an overwhelming task.

Finance

Success

AUGUST 26, 2024

Financially planning a divorce Certified divorce financial analysts receive specialized training in providing financial help for divorce. This can be challenging, particularly when child support is in the picture, says Amy Irvine, a certified financial planner and certified divorce financial analyst with New York–based Rooted Planning Group.

Finance

Success

SEPTEMBER 21, 2024

Financial wellness is maintaining a healthy relationship with your finances. Building Sustainable Long-Term Finances Long-term money-saving is your ticket to financial freedom. Improving Current Financial Flexibility Flexibility in finances means having the freedom to make choices that fit with your lifestyle.

Finance

Success

AUGUST 21, 2022

health insurance may not cover you. As soon as you move abroad , you’re in charge of paying for your medical expenses, as your United States health insurance won’t let you submit any assertions, says Elena Jones, a personal finance expert at FinanceJar. Based on the options of your plan, private U.S. Health care.

Banking