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Hoist the Lombardi Trophy – Draft a Winning Financial Team

Hoist the Lombardi Trophy – Draft a Winning Financial Team

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...
Are You Missing a Key Player on Your Health Care Team?

Are You Missing a Key Player on Your Health Care Team?

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...
Don’t Let Streaming Services Hook Your Bank Account

Don’t Let Streaming Services Hook Your Bank Account

by Nanette Duffey | Jan 23, 2023 | Insights, Spending

Let’s look at your varying entertainment packages and subscriptions and see if we can’t “entertain” ways to trim these recurring items. According to a Chicago-based C&R Research firm, the average American consumer shells out $219/month on subscriptions. They...
Cut Cash Calories: Workout Your Wallet’s Waste Line

Cut Cash Calories: Workout Your Wallet’s Waste Line

by Nanette Duffey | Jan 17, 2023 | Bill Paying + Banking, Insights, Spending

Are you aware of any excessive fees bloating your monthly budget? What memberships or subscriptions have charges that are automatically pulled from your account(s)? Do you still want them? Better yet, do you still need them? Services, goods, or memberships that you...
Mind Your Utility Costs Before They Burn Your Wallet

Mind Your Utility Costs Before They Burn Your Wallet

by Nanette Duffey | Jan 11, 2023 | Insights, Spending

Why are your utility bills so high? Has someone cranked up the heater again? Maybe yes, maybe no. You might need to take stock of your equipment as well as keep an eye on the habits of your family and household staff to determine why your bills are through the roof....
Home is Where Your Heart (and Dollars) Go—Show It Some Love

Home is Where Your Heart (and Dollars) Go—Show It Some Love

by Nanette Duffey | Jan 5, 2023 | Bill Paying + Banking, Insights, Spending

With the cooler months upon us, it’s likely you’ve been spending more time indoors. It always seems to be the case that as soon as you have holiday guests, you notice all the blemishes and annoyances that need your attention. If you make a plan to go through your home...
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