by Nanette Duffey | Mar 7, 2022 | Insights, Taxes
It’s March and you know what that means. The madness has begun. That’s right, March Madness is here. Are we just talking about basketball? No, we are all talking tax season! Avoid shooting granny shots or air balls, and enduring the ridicule of your best friend by...
by Nanette Duffey | Mar 1, 2022 | Financial Literacy, Insights, Medical, Retirement, Taxes
As a rule, we don’t like to think about aging. But getting older has its perks, especially with regards to your finances. In fact, the older you get the better your perks. Let’s take a look at some of these benefits you’ll be able to look forward to, and take...
by Nanette Duffey | Feb 22, 2022 | Insights, Spending
Memberships are good things. They allow us to be part of exclusive clubs, carry exclusive credit cards, and partake of limited deals. Subscriptions are also good things, providing individuals with a service or a product. Sometimes they offer coupons or perks for...
by Nanette Duffey | Feb 14, 2022 | Financial Literacy, Insights
Who doesn’t like finding missing money? If you’ve been around the block a few times, chances are you might have a sum of money trying to find you. Perhaps you moved away, started a new job, switched banks, or have forgetful family members. It might behoove you to have...
by Nanette Duffey | Feb 7, 2022 | Insights, Taxes
It’s tax season, which means it’s time to prepare your paperwork, and yourself, to pay your taxes. To help you prepare for the project ahead, we invite you to follow these techniques to help make life run a little smoother and lower stress. Preparation First,...
