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...
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...
