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 | May 1, 2023 | Insights, Legal Documents
No matter your age, every adult, including yourself, needs to think about end-of-life planning. Far too often, men and women are left picking up the pieces after the unexpected death of their spouse in their 40’s and 50’s and are grieving while trying to make funeral...
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 11, 2023 | Insights, Investments
When it comes to finding your financial footing, understanding a few key concepts and terms goes a long way to promoting literacy and inspiring confidence in knowing how to handle one’s money. Let’s take Claire’s story for some perspective, and you might identify with...
by Nanette Duffey | Apr 3, 2023 | Credit Reports and Scores, Insights, Insurance, Investments, Spending
The greatest way to gain financial freedom is through increased financial literacy. What is financial freedom? An aspirational concept, defining financial freedom differs from person to person frequently depending on one’s perspective and lifestyle. Despite that, a...
by Nanette Duffey | Mar 27, 2023 | Insights, Insurance, Technology
Based on actual events. Details have been changed or combined to protect privacy. Clyde is a serial inventor and visionary who has leveraged his decades-long experience and multiple degrees into a profitable and expansive career. Clyde spends his days researching and...
