December 20, 2018
As we close in on another year, we want to take the time to thank each and every one of our clients for your loyalty to not only our firm, but to our team of unique individuals. We like to believe that we are all more than just advisors and clients, but friends...some might even say family. So, from our crew to yours, we wish you and your entire staff and family a very healthy, safe and prosperous holiday season.
We also want to update you on our holiday hours. Please note that our office will be closing at 3:00pm on both December 24th, and December 31st and will be closed on December 25th and January 1st.
As we slide into the New Year, we look forward to continuing to work with you and help secure your future success. Here’s to a fantastic 2019!
The Dunning & Associates Team
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: