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...
by Nanette Duffey | Apr 30, 2024 | Bill Paying + Banking, Financial Literacy, Insights, Retirement
Whatever your age, you’re never too young—or too old—to improve your financial literacy. There is always room to grow your knowledge, regardless of age, life experience, the value of your assets’ value, or what you already know. Learning the fundamentals, such as...
by Nanette Duffey | Apr 23, 2024 | Financial Literacy, Insights, Investments, Retirement
If you’ve had many job changes, several types of careers, or relocated and have any old 401(k)’s from prior employers (not current ones), consider a little financial “spring cleaning” and roll it over into an IRA. There are several advantages to doing so rather than...
by Nanette Duffey | Apr 3, 2024 | Financial Literacy, Financial Partners, Insights
Based on true events. Details have been changed or combined to protect privacy. For years, Charlotte had been stuck in a period of uncertainty about her financial decisions. Her life had undergone a massive upheaval and she had not yet taken initiative to get her...
by Nanette Duffey | Mar 12, 2024 | Financial Partners, Insights, Real Estate
Based on true events. Details have been changed or combined to protect privacy. In order to keep up with his family’s needs, Keith’s house required an expensive renovation. However, it wasn’t just one project to be completed, but several upgrades involving multiple...
