by Nanette Duffey | Aug 13, 2024 | Insights, Insurance, Real Estate, Technology
Has it been awhile since you’ve checked on your roof? When was the last time you replaced it? You might want to call a few roofing companies sooner rather than later to determine the remaining life of your roof and get some estimates should it need to be replaced....
by Nanette Duffey | Jul 26, 2024 | Caretaking, Insights, Medical, Retirement
Is there a furry four-legged companion living with your loved ones? As seniors and their pets grow older, preparing a plan with them in case the senior or the pet needs medical care will give your loved ones peace of mind by engaging them in the planning process. Pets...
by Nanette Duffey | Jul 18, 2024 | Credit Reports and Scores, Financial Literacy, Fraud Protection, Insights
Whether you’re a frequent user or a sporadic user of the payment app Venmo, you need to be aware of a new scam making its rounds. If you’re not armed with the knowledge of recognizing and avoiding this and other emerging scams, you are more likely to be victimized....
by Nanette Duffey | Jun 25, 2024 | Credit Reports and Scores, Financial Literacy, Fraud Protection, Insights
Living in today’s world with ever-changing digital scams and more frequent online personal information data breaches, how can we protect the credit histories of the next generation? Simply being deemed old enough to have a credit card does not mean one should own a...
by Nanette Duffey | Jun 18, 2024 | Financial Literacy, Fraud Protection, Insights, Technology
If you’re still issuing handwritten personal checks, you’ll want to be very aware of check fraud, which can happen at many points along the life of a paper check. Many presume check fraud begins when your check is lost in the mail. Your check fraud risk begins when...
by Nanette Duffey | May 7, 2024 | Estate Planning, Insights, Legal Documents, Paperwork
When it comes to estate planning, drawing up a plan—and completing it—spells out your intentions for distributing your estate to your loved ones, cherished places, and favorite organizations. Getting all your affairs in order and all your accounts squared away is the...
