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Bookending: What Is It?

I recently had a conversation with my daughter in which she told me she was feeling overwhelmed. She’s a mother of a two-year old, a teacher for an on-line school, and a student of an on-line teacher credentialing program. My advice was make a schedule for each week, and a to-do list for each day. […]

How Virtual Office Services Make Sense for Today’s Wealth Management Professionals

In today’s fast paced environment many people just do not have the time for a face to face meeting.  For a new generation of tech-savvy twenty and thirty-somethings, many would rather chat online with their financial advisors than physically meet in an office.  They are not concerned if their advisor is out of state as […]

Saving Your Data…and Your Livelihood!

In this advanced technological age, where all files are scanned and uploaded digitally, think twice about getting rid of all hard-copy backups.  It is absolutely critical that you make sure there is a backup system to ensure you don’t lose any of your most important files. There are many devious malwares lurking out there, just […]