by Nanette Duffey | Jul 28, 2026 | Bill Paying + Banking, Caretaking, Financial Partners, Insights
High-achieving professionals and their families often juggle demanding career obligations, extended travel, when a major life transition arrives, it leaves little room for routine money-related tasks. A Daily Money Manager (DMM) steps in as a trusted financial first...
by Nanette Duffey | Apr 14, 2026 | Bill Paying + Banking, Financial Literacy, Insights, Technology
With April as Financial Literacy Month, created by Jump$tart back in 2000, there’s no better time for families to bridge the gap between legacy banking habits and today’s digital reality. For families spanning multiple generations, banking has undergone a quiet...
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 | Sep 9, 2025 | Bill Paying + Banking, Insights, Legal Documents
In today’s fast-paced world, where mobility and identification are intertwined, the choice between a state ID card and a driver’s license is more relevant than ever, especially for generational non-drivers who navigate life without ever gripping a steering wheel. A...
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 | 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...
