Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
It’s been one week since the historic total solar eclipse 2024 happened here in Northeast Ohio on Monday, April 8th and everyone is still talking about it. If you have never experienced a total solar eclipse before, let me just say that it was pretty awesome and amazing. Some of our staff described it as…
It’s going to be pretty exciting around here on Monday, April 8, 2024! In case you haven’t heard a total solar eclipse is set to occur on this date and much of northeast Ohio is in the path of totality. Schools and businesses will be closed so that residents can take part in the various…
Imagine getting a call that one of your clients has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRAs, it’s discovered that the beneficiary listed on the account passed some time ago. Or that the beneficiary field was left blank or worse, the beneficiary was never changed after a divorce. Can you imagine how distraught the ‘would be’ beneficiary would feel?
As many of our clients and associates already know, we at Total Office usually spend a few extra days with our families near holidays throughout the year. We like to take advantage of our clients’ offices being closed to slip in a few days of vacation time. Our tradition is to work reduced hours during…
Our Family Thanksgiving“Gathering around to say grace” Dear Reader, From our family to yours, wishing you and your family a very safe, warm and Happy Thanksgiving! PS Just a reminder that our office will be closed for the holiday beginning Thursday, Nov. 23rd and returning Monday, Nov. 27th. Happy Thanksgiving!! James and Sherry Carnahanand the…