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Changing Tides – A Rescue from Overwhelming Bank Fees

Changing Tides – A Rescue from Overwhelming Bank Fees

by Nanette Duffey | Jun 14, 2022 | Bill Paying + Banking, Insights, Technology

The tide has turned in the world of consumer banking. A fee that has long been a staple of banks everywhere is now going away like SPF 4 sunscreen: the dreaded overdraft fee. One after another, banks are dropping this junk fee—which often starts at $35 or more per...
It’s Not an All Or Nothing Decision – How To Find Your Banking Utopia

It’s Not an All Or Nothing Decision – How To Find Your Banking Utopia

by Nanette Duffey | Jun 6, 2022 | Bill Paying + Banking, Insights, Technology

In today’s day and age, there are several options available when it comes to choosing your bank. Traditional banks seem to be on every street corner, but did you know some bank brands are exclusively online? What are some of the advantages and disadvantages of digital...
From the Stagecoach to the Stars – The New Frontier of Banking

From the Stagecoach to the Stars – The New Frontier of Banking

by Nanette Duffey | May 31, 2022 | Bill Paying + Banking, Insights, Technology

Banking has definitely seen its fair share of changes over the years. We’ve come a long way since the days of bank deliveries by horse and buggy and the risk of a stagecoach robbery. Now we have options that take us into a new frontier of banking. Let’s take a look at...
Securing Your Digital Footprint – Why Legacy Contacts are Vital

Securing Your Digital Footprint – Why Legacy Contacts are Vital

by Nanette Duffey | May 26, 2022 | Estate Planning, Insights, Technology

When it’s time to get your affairs in order and plan for end of life, there’s one thing not a lot of people think about or realize they need to plan for: their digital assets. Nowadays, most everyone has some kind of digital footprint, whether it be on social media,...
Dispelling Common Myths & Misconceptions of a Will

Dispelling Common Myths & Misconceptions of a Will

by Nanette Duffey | May 16, 2022 | Estate Planning, Insights, Legal Documents, Paperwork

It’s easy to get caught up in misinformation and quite common to make mistakes when it comes to planning for and drafting your Will. Writing a Will can be both complicated and expensive. However, not having one increases the chances of a dispute arising after your...
May is “Older Americans Month” – It’s Time for a Chat

May is “Older Americans Month” – It’s Time for a Chat

by Nanette Duffey | May 9, 2022 | Insights, Legal Documents

Created in the 1960s by President John F. Kennedy and the National Council of Senior Citizens, May celebrates “Older Americans Month.” The month seeks to acknowledge the contributions of older persons in our country. One way to observe and honor your family is to...
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