July 31, 2012
Portals are everywhere. When you access your financial portfolio or bank account, you are using portals. Online access to information is critical these days, allowing instant access to data and documents when you need them—the ultimate in convenience.
At our firm, we also want to provide our clients with the convenience of web-based access, which is why we offer our advanced and highly secure client portals. Portals allow us to easily deliver and exchange information with you and collaborate in real time—essential benefits when you are busy running your business and household.
Portals just make sense in today’s fast-paced work environment. Consider the value:
Contact our office for more information on our advanced client portals.
The recent popularity of M. Night Shyamalan “Old” offers a fascinating yet unsurprising truth—we fear aging. This fear could be why so few of us consider saving for retirement until it’s too late. When seniors reach retirement age, many discover they haven’t saved enough to live comfortably in their golden years.
Do you have back taxes that have been lingering at the forefront of your mind for years? If that’s true, there’s no better time to manage them than now. Don’t let another year pass you by without taking responsibility for your tax circumstances. Fortunately, there are plenty of hassle-free options available for those who need to file back taxes.
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Scheduling “me time” used to be a luxury for those who could afford it—now it’s a necessity for everyone.