September 30, 2019
We invite you to get to know Robert Palmer & Associates, Client Experience Ambassador Jolie Palmer. Learn what Jolie does on and off the clock, and how she contributes to making our firm great!
How did your career at the firm start?
My career at RPA started over 5 years ago. The firm had considerable growth and needed a dedicated staff person to handle incoming calls, manage appointments, and become the point person for client care.
What is your favorite vacation destination?
Of all the places I have traveled to, I would say Hawaii ranks as one of my favorite vacation destinations. However, I am happy anywhere that has clear blue waters, sandy beaches and sunny weather.
What is your favorite show to watch?
I love watching crime mysteries. I like to try and solve the crime before the show's climatic reveal.
What is one thing you couldn’t live without?
Air conditioning. When you live in South Carolina, AC is a requirement.
What are the top three highlights of your life to date?
My wedding day and the birth of my two children.
People would be surprised to know:
I taught elementary school for 17 years.
What has been the most important innovation you have witnessed in your lifetime?
I would have to say the iPhone. I totally wish I had invested in Apple 20 years ago.
The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you.
It’s that time of year when everyone can agree on one thing: Paying taxes is a drag. As we progress into a new tax season, follow these tips to help avoid a heavy tax burden this year:
Okay, so maybe not magical…but there are things you can do to rev up engagement in your meetings. After all, it’s likely that you spend at least 25 percent of your professional time in meetings, so why not put a little work into making them more appealing for all those involved. To get you started, give the following five tips a try: