by Nanette Duffey | Jun 5, 2023 | Financial Literacy, Insights
Credit cards can be a blessing or a curse when it comes to credit scores and debt. According to an article on debt.org, credit cards were first introduced in the late 1950s by Bank of America and are now held by more than 191 million Americans. In fact, the average...
by Nanette Duffey | Apr 24, 2023 | Financial Literacy, Insights
Jacqueline, a bright young woman with a stellar grade point average and an impressive list of extracurricular activities, is graduating soon and plans to attend college. After completing a grueling application process, she received acceptance to many institutions. Her...
by Nanette Duffey | Apr 17, 2023 | Financial Literacy, Insurance, Investments
Amid the fast-paced hubbub of life, it’s quite easy to forget the value of your employer’s benefit package while you’re advancing your career and raising your busy family. However, you don’t want to leave employer benefits on the table untouched. Start by checking...
by Nanette Duffey | Jul 18, 2022 | Financial Literacy, Fraud Protection, Identity Theft, Insights, Technology
We’ve all heard horror stories of scam artists taking older adults for both small and large sums of money. Whether IRS phone scams, texts claiming cancellations, fake charitable organizations on Facebook, or callers impersonating Medicare representatives, it’s...
by Nanette Duffey | Jul 12, 2022 | Caretaking, Estate Planning, Financial Literacy, Insights, Paperwork, Retirement
It’s the open-door conversation no one really wants to have—discussing important financial decisions with the older generation. Yet plans need to be made and issues need to be brought to light with regards to important documents, having emergency contacts in place,...
by Nanette Duffey | Jun 27, 2022 | Bill Paying + Banking, Credit Cards, Financial Literacy, Insights
With the invention of the credit card, consumers gained access to goods and services they might not have been able to afford otherwise. The idea of a line of credit is that the consumer immediately obtains the goods or services, then pays them off over time. They...
