by Nanette Duffey | Aug 5, 2025 | Bill Paying + Banking, College, Insights, Insurance, Paperwork
Sending your student off to college is a thrilling milestone, but it comes with financial and logistical loose ends. From managing bank accounts to securing insurance, proactive planning ensures your student thrives without unexpected hiccups. Here are a few key steps...
by Nanette Duffey | Jul 22, 2025 | Caretaking, Credit Reports and Scores, Fraud Protection, Identity Theft, Insights
As seniors embrace the support of caregivers, their financial security can become vulnerable. A trusted caregiver, such as a worker at an independent living facility, a health companion, or even a family member hired to provide supportive care, may have access to...
by Nanette Duffey | Jun 24, 2025 | Bill Paying + Banking, Credit Reports and Scores, Financial Literacy, Insights, Loans, Spending
In the fast-paced world of online shopping, “Buy Now, Pay Later” (BNPL) services such as Affirm, Klarna, Afterpay, PayPal Pay in 4, Sezzle, and Zip are everywhere—popping up at checkout, on banking sites, and even when purchasing airline tickets. These modern twists...
by Nanette Duffey | Jun 10, 2025 | Bill Paying + Banking, Credit Reports and Scores, Estate Planning, Financial Literacy, Insights, Paperwork, Real Estate, Spending, Taxes
Losing a spouse is an emotional whirlwind, and navigating the financial aftermath can feel overwhelming. Understanding how joint accounts, shared debts, and credit reports are affected is crucial for protecting your financial stability during this challenging time....
by Nanette Duffey | May 27, 2025 | Bill Paying + Banking, Financial Literacy, Financial Partners, Insights, Spending, Taxes
Establishing a strong financial foundation is crucial for a harmonious partnership as newlyweds begin this next chapter. Couples who align their financial goals take steps to secure their future through proactive planning and open communication. Savvy couples...
