by Nanette Duffey | Jan 13, 2026 | Bill Paying + Banking, Credit Cards, Insights
Pesky bank and credit card fees are likely nibbling away at your wallet before you even notice. From overdraft hits to ATM surcharges and rising annual charges, they add up quickly, turning oversights into significant drains. Conducting a thorough review of these...
by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
by Nanette Duffey | Dec 16, 2025 | Estate Planning, Giving, Insights
Many high-net-worth individuals want to leave the world better than they found it. The challenge? Doing so without triggering cash-flow crises, forced asset sales, or disappointed heirs. The good news is that a handful of proven strategies let you give today without...
by Nanette Duffey | Nov 25, 2025 | Holidays, Insights, Medical, Spending
A Flexible Spending Account (FSA) is a tax-advantaged way to set aside pre-tax dollars from your paycheck for healthcare expenses. Unlike HSAs, FSAs are “use it or lose it.” Funds must be spent by the plan year’s end or forfeited, with a short grace period...
by Nanette Duffey | Nov 4, 2025 | Insights, Medical, Spending
When it comes to healthcare financing, a Health Savings Account (HSA) stands out as a powerful tool for managing medical expenses with tax advantages. An HSA is a tax-advantaged savings account designed for individuals with high-deductible health plans (HDHPs),...
