by Nanette Duffey | Dec 19, 2022 | Giving, Insights
Not too long ago, we helped you find ways to opt out of annoying junk mail. But did you know your favorite charities can annoy you with a deluge of mail as well? Whether by email or postal mail, many organizations send donation reminders, address labels, and even...
by Nanette Duffey | Dec 12, 2022 | Giving, Insights
When it comes to charitable donations, you’ll want to keep detailed records of cash donations you hand out. Keeping records affords you the affirmation that you supported your favorite organizations and fulfill any outstanding pledge amounts. Plus, it allows you to...
by Nanette Duffey | Dec 5, 2022 | Giving, Insights
The holidays are here again, and with that festive, generous spirit, so too is the tipping season. If you want to better manage your holiday spending or avoid a social faux pas, we offer you these thoughts on gifting cash and tipping this holiday season. Who do you...
by Nanette Duffey | Feb 1, 2022 | Bill Paying, Credit Reports and Scores, Giving, Insights, Insurance, Legal Documents, Loans
Have you ever kept paperwork simply because you didn’t know when it was safe to throw away? Do you have a file cabinet tucked away somewhere stuffed with decades worth of receipts, bills, or tax returns? Don’t worry, we’ll help you climb out from underneath that paper...
by Nanette Duffey | Dec 29, 2021 | Giving, Insights, Taxes
No matter the season, there are a few things you’ll want to remember when it comes to making charitable donations. Have you given to charity this year? We have some suggestions for corralling your gifting records and getting a jump start on preparing your taxes. Keep...
