October 4, 2019
Today, the spotlight is on our new Administrative Assistant, Terry Purdes. Please join us in welcoming Terry to our team and get to know her on a more personal level as she shares some insights on her interests and favorite activities.
What do you like best about working for Kelling, Bocovich & Co.?
The people—they are wonderful coworkers.
Who are the Inhabitants at your residence?
My mother, myself and our dog, Fred.
What are three traits that define you?
I am always willing to help, and I’m trustworthy and kind.
What is your motto or personal mantra?
Do the best you can do!
What's your dream occupation—the one job you'd love to have if you weren't doing what you're doing now?
It’s not really considered to be a job, but I’d love to be a lottery winner :)
What is the best place you’ve traveled to and what makes it so?
Alabama—that is where my sister and her family live. My favorite part of Alabama is a beach about an hour away from the gulf—it’s so nice and peaceful. The people we have met are very sweet, kind and polite; we always hear yes ma’am or no ma’am. It’s a very slow and laid-back pace of life and most are not in a hurry whatsoever!
What one accomplishment are you most proud of?
Learning a new job after spending 37 years in a different field of employment.
What's on your bucket list?
I would love to travel to Hawaii and take an Alaskan cruise.
What's your guilty pleasure?
I love chocolate and enjoy playing bingo.
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.
The Department of Labor (DOL) announced a final rule that allows a much larger pool of employees to earn overtime if they work more than 40 hours per week. Specifically, the DOL raised the salary level for employees who are counted as “exempt” (or unable to earn overtime pay).