by Nanette Duffey | Sep 25, 2023 | Insights, Legal Documents, Paperwork
There are certain documents in life you can’t get by without. These documents prove important information about you, such as where you were born, your legal name, and your marital status. Obtaining certified, legal copies of these records for your files is not only...
by Nanette Duffey | Sep 12, 2023 | Credit Reports and Scores, Fraud Protection, Insights
Recently, we warned you about the massive data breach that affected millions of members of Medicare. If you or a loved one has been affected by this breach, we advise you to accept the offer of free credit monitoring for two years through Experian offered in the...
by Nanette Duffey | Sep 5, 2023 | Fraud Protection, Identity Theft, Insights
Have you heard about the massive data breach of Medicare and Medicaid participants’ information? If not, you’ll want to keep reading, learn about the potential impacts on you or your loved ones, and plan your next steps. Whether you or a loved one are on...
by Nanette Duffey | Aug 22, 2023 | Insights, Legal Documents, Paperwork
When it comes to keeping accurate records, not many people think about keeping them for recreational vehicles. If it doesn’t drive on the road or cruise on the water, it’s easily overlooked as a “toy” rather than a machine that benefits from keeping maintenance...
by Nanette Duffey | Aug 8, 2023 | Insights, Paperwork, Taxes
Are you moving, or do you have plans to move? We suggest a three-tiered strategy that will help you update your address quickly and efficiently at a multitude of locations. This approach is convenient if you’ve resided at one spot for years, are unfamiliar with...
by Nanette Duffey | Jul 31, 2023 | Financial Partners, Insights
As we age, the odds are stacked against us when it comes to our mental competence. One in every five seniors over the age of 75 has experienced some kind of cognitive impairment. For anyone over the age of 80, that risk jumps to one in two people. While many seniors...
