by Nanette Duffey | Nov 5, 2024 | Bill Paying + Banking, Financial Literacy, Insights, Medical
As open enrollment season opens, opportunities to subscribe to the various spending accounts become available, too. Multiple options exist, but a plan’s eligibility requirements and family size influence the “best” selection for you and your family. These...
by Nanette Duffey | Oct 23, 2024 | Caretaking, Financial Literacy, Fraud Protection, Insights, Retirement
When it comes to cybersecurity, people of all ages need to be educated on securing their online lives by learning best practices as well as how to deal with scammers. If we’re not careful about protecting ourselves digitally, our mental health will suffer through...
by Nanette Duffey | Oct 8, 2024 | Fraud Protection, Identity Theft, Insights, Technology
October is Cybersecurity Awareness Month, and with that in mind, we’d like to make you aware of a few tips to keep yourself safe. The Digital 2024: Global Overview report, a study recently released by Kepois, states that internet users spend an average of 400 minutes...
by Nanette Duffey | Sep 24, 2024 | Insights, Paperwork, Technology, Travel
As a frequent flier, whether international or domestic, you likely already enjoy the benefits of travel screening programs, such as Clear, TSA PreCheck, or GOES. There are benefits to each program, and there are advantages to having all of them. What should you...
by Nanette Duffey | Sep 10, 2024 | Fraud Protection, Identity Theft, Insights
While not always a driver’s license, photo identification is a must in every state. Did you know some states allow digital driver’s licenses for your digital wallet? Identification cards can also vary by age and whether or not you have a REAL ID. Not sure what all...
by Nanette Duffey | Aug 27, 2024 | Insights, Insurance, Investments
On the day Miriam received her luxurious fur coat and pearl earrings from her beloved husband on their 50th wedding anniversary, she knew she’d have to insure them against damage or theft. However, her home owner’s insurance policy does not cover the price of higher...
