As our company has grown and evolved over the last few years, we’ve moved further away from the image originally projected on our website. Even prior to COVID (when it became much more commonplace), we were becoming a more casual environment, as so many of our clients don’t come from a suit and tie background.…

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In early 2020 I wrote about matching company benefits to our philosophy, RETIRE WHILE YOU WORK™, and covered the range of recent changes we’d made to our employee offerings. We’re always looking to improve, and since we can’t leave well enough alone (ha!), we’ve recently refreshed our benefits for 2021. Much of this was jump-started…

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Julie Schutt, Office Manager shares her experience with her new temporary work environment: My husband already works from home, so we tag-team on Hugo’s care throughout the day, switching off when one of us has conference calls, etc… but sometimes he’s yelling in the background regardless of us trying to keep him quiet! He’s already…

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Anyone who’s been in for a meeting with David (whether a client or a potential client) knows his overall philosophy is to “Retire While You Work.” He’s built up a team over the last few years that is extremely well-rounded, and they provide first-class service to each client. During the summer of 2018, David and…

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I’ve been wanting to foster pets again since my husband and I bought our first home last fall but have held off due to my oldest dog’s poor health. Last week, I came home from work to find my husband holding an 8-10-week-old kitten that had climbed into our fenced-in backyard moments before, meowing up…

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