Our Blog

Have Your Heard What’s New?

BySherry Carnahan 2017-01-092017-01-09

With everyone thinking of fresh and new, now is a good time to send out a call for updates from clients on what has changed in the past year. From our experience, clients often make changes and forget to send those changes to advisors for updating. Things such as: Beneficiary updates Email, phone and address…

Business | Celebrating | Holidays | Sherry Carnahan

Happy Holidays From Our Family To Yours!

BySherry Carnahan 2016-12-032017-01-03

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…

Account Adminstration | Processes | Retirement Accounts | RMD's

A Word of Caution for RMDs

BySherry Carnahan 2016-11-202016-11-20

While everyone is busy getting ready for the upcoming holidays, we here at Total Office, Inc. are busy helping advisors process their client’s RMD’s before the end of the year. This process includes auditing qualified accounts that are on automatic RMD withdrawal to ensure that they have been or will be taken out correctly….

Celebrating 25 Years of Success!

BySherry Carnahan 2016-10-312016-11-01

Celebrating 25 Years of Success! As we close out October and enter into November, I am reminded of what a special time of year this is for me. You see, it was twenty five years ago that I acted on a long-time vision of servicing clients all over the country while working from my…

Our Annual Fall Scanning Special Is Back!

BySherry Carnahan 2016-09-052024-04-08

Documents Piling Up? If you have piles, files and boxes of paper that have accumulated over the past year, you may need some help getting clutter free and Total Office is here to help! By taking advantage of our Annual Fall Scanning Special you’ll receive 15% off * our Bulk Scanning price and all your documents…

Let Me Tell You About A Man Name Jed…

BySherry Carnahan 2016-08-052016-09-02

The aim of marketing is to know and understand the customer so well that the product and service fits him and sells itself. – Peter Drucker Several years ago we had a new client by the name of Jed* who was a financial advisor. Prior to hiring us, he had spent a lot of time…