by Nanette Duffey | Dec 5, 2022 | Giving, Holidays, 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 + Banking, 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...
