by Nanette Duffey | May 8, 2023 | Financial Partners, Insights
As an adult caring for aging parents and other beloved ones, there, unfortunately, comes a time when difficult and often contentious decisions need to be made in the form of accepting help. You believe Mom is continuing to slow down with everyday tasks becoming...
by Nanette Duffey | Feb 27, 2023 | Financial Partners, Insights
Based on true events. Details have been changed or combined to protect privacy. Believe it or not, your Daily Money Manager (DMM) ends up saving the day in ways you never expected. What might start out as a simple decision to change financial advisors ends up becoming...
by Nanette Duffey | Feb 21, 2023 | Financial Partners, Insights
The eagle is often admired for its power, speed, strength, and impressive vision. These qualities mirror many of those aspects you look for in a legal advisor! As Daily Money Managers (DMMs), we plan a vital role to help you identify situations or when you encounter...
by Nanette Duffey | Feb 13, 2023 | Financial Partners, Insights, Taxes
Who can move mountains of papers with just the push of a button? Who enjoys opening those perforated, tear-apart tax mailers? Who thinks a blank tax planner is like going on a giant scavenger hunt? These are just some of the many talents and skills that allow a...
by Nanette Duffey | Feb 6, 2023 | Financial Partners, Insights
Do you know which financial professionals you’ll want to take off the sidelines and put in the game? Have you taken a timeout to determine how to achieve your financial goals? What key players are on the field calling your next play? If you’re unsure how to cross the...
by Nanette Duffey | Jan 30, 2023 | Financial Partners, Insights
When it comes to healthcare, do you know what various doctors and specialists are available to you? If so, what role do they fill in your life? Do you know what signs to look for that suggest you might need one of these pros? Here is a list of some professionals and...
