by Nanette Duffey | Apr 30, 2024 | Bill Paying + Banking, Financial Literacy, Insights, Retirement
Whatever your age, you’re never too young—or too old—to improve your financial literacy. There is always room to grow your knowledge, regardless of age, life experience, the value of your assets’ value, or what you already know. Learning the fundamentals, such as...
by Nanette Duffey | Apr 23, 2024 | Financial Literacy, Insights, Investments, Retirement
If you’ve had many job changes, several types of careers, or relocated and have any old 401(k)’s from prior employers (not current ones), consider a little financial “spring cleaning” and roll it over into an IRA. There are several advantages to doing so rather than...
by Nanette Duffey | Apr 3, 2024 | Financial Literacy, Financial Partners, Insights
Based on true events. Details have been changed or combined to protect privacy. For years, Charlotte had been stuck in a period of uncertainty about her financial decisions. Her life had undergone a massive upheaval and she had not yet taken initiative to get her...
by Nanette Duffey | Jan 9, 2024 | Financial Literacy, Insights, Paperwork
Happy New Year to all! New resolutions, and conversations around them, abound in nearly every corner of the media, in daily conversation, and even with your family members or coworkers. Popular themes include losing weight, eating healthy, getting organized (or more...
by Nanette Duffey | Dec 27, 2023 | Financial Literacy, Fraud Protection, Insights
Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes” (and gift cards). Gift cards are a frequent go-to gift for last-minute shoppers or habitual options used for that hard-to-buy-for recipient. But what if...
by Nanette Duffey | Jun 26, 2023 | Bill Paying + Banking, Financial Literacy, Insights, Medical
In the past, unpaid medical debts put a red mark on your credit score with long-term effects on your access credit. Small or large medical debts were logged, and if eventually paid, the blemish would remain on your report. Thankfully, advances have been made to...
