November 11, 2012
We are excited to announce the addition of Tonya B Gibbs to our team! Thanks to your referrals and our improved website, we have new clients added to our family. In order to meet the needs of our new clients without sacrificing the hands on approach that our clients have grown to expect, we have added Tonya to our team.
We will continue to search out the latest and greatest that technology has to offer in order to strengthen our partnership with you. Our goal is to make it as easy as possible for you to gather the information that you need and to communicate that information to us. This collaboration in real time will allow us to assist you to make sound financial decisions and accomplish your goals.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: