by Nanette Duffey | Feb 13, 2023 | Financial Partners, Insights, Taxes
Who can move mountains of papers with just the push of a button? Who enjoys opening those perforated, tear-apart tax mailers? Who thinks a blank tax planner is like going on a giant scavenger hunt? These are just some of the many talents and skills that allow a...
by Nanette Duffey | Feb 6, 2023 | Financial Partners, Insights
Do you know which financial professionals you’ll want to take off the sidelines and put in the game? Have you taken a timeout to determine how to achieve your financial goals? What key players are on the field calling your next play? If you’re unsure how to cross the...
by Nanette Duffey | Jan 30, 2023 | Financial Partners, Insights
When it comes to healthcare, do you know what various doctors and specialists are available to you? If so, what role do they fill in your life? Do you know what signs to look for that suggest you might need one of these pros? Here is a list of some professionals and...
by Nanette Duffey | Jan 23, 2023 | Insights, Spending
Let’s look at your varying entertainment packages and subscriptions and see if we can’t “entertain” ways to trim these recurring items. According to a Chicago-based C&R Research firm, the average American consumer shells out $219/month on subscriptions. They...
by Nanette Duffey | Jan 17, 2023 | Bill Paying + Banking, Insights, Spending
Are you aware of any excessive fees bloating your monthly budget? What memberships or subscriptions have charges that are automatically pulled from your account(s)? Do you still want them? Better yet, do you still need them? Services, goods, or memberships that you...
