Tip Tuesday: Microsoft Excel Shortcuts

For our Tip Tuesday today I wrote up a list of the most commonly used short cuts for Excel. I was given a sheet of them a while ago by an associate and they’ve proven to be very useful over the years. Feel free to print it out, keep it on your desk of pinned to...

Tip Tuesday: Modifying Autocorrect

Word has a nifty tool that allows the program to automatically fix commonly misspelled or mistyped words. But sometimes we use a certain abbreviation or a character string frequently and we don’t need it to be autocorrected. For example, we sometimes use HSA as...
Client Identity Theft Checklist

Client Identity Theft Checklist

Action Steps for Recovery From Identity Theft Identity theft is a complex and evolving threat, and one that costs U.S. citizens billions of dollars annually. Without question, it is one of the most pressing challenges facing our country. Unfortunately, the problem is...

Tip Tuesday: How to talk to your clients on the phone

Talking on the phone has always been a struggle for me, especially in a world where its so easy to text or email information, which is simpler and easier. However, there is something personal about a phone call that you don’t get in an email and, if used...
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