September 17, 2012
With year end fast approaching, it’s a good time to slip in another push for portals. We understand the immense value online access offers, and we just want to be sure that you do too. First and foremost, portals support immediate, real-time exchange of data and documents, which translates into ultimate convenience for our clients. Your information is always at your fingertips, 24/7…when YOU need it. Working online also supports real-time collaboration with our staff—enabling us to quickly answer your questions or supply you with needed information. And of course there is also the benefit of reducing the amount of paper in your office…and we know everyone loves that.
Portals just make sense in today’s fast-paced work environment. Consider all the value:
Immediate access to your information, paperless, a direct reach to our staff…what’s not to love? Please feel free to contact our office for more information about our secure client portals.
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.