November 21, 2016
Our firm is deeply committed to keeping your personal and financial information secure. As part of this commitment, we have recently implemented some security enhancements which impact the way you use your secure client portal to access your information and provide information to us. These enhanced portal security features include:
1. Your session will timeout after 30 minutes of inactivity. When this occurs, you will need to re-enter your login credentials to continue working. Note that processes such as long print jobs will continue during the timeout.
2. Your password will now expire after 90 days. In addition, your password must contain at least eight characters, including at least one uppercase character, one lowercase character, one numeric character, and one special character (such as @, #, or $). You can make your portal account even more secure by creating a password that is longer than eight characters.
3. If your current password doesn't meet the enhanced requirements, you will now be prompted to update it the next time you login.
If you have any questions about these changes, please email Hollie Murphy or contact her at 904-241-8176.
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.