by Nanette Duffey | Apr 17, 2023 | Financial Literacy, Insurance, Investments
Amid the fast-paced hubbub of life, it’s quite easy to forget the value of your employer’s benefit package while you’re advancing your career and raising your busy family. However, you don’t want to leave employer benefits on the table untouched. Start by checking...
by Nanette Duffey | Apr 11, 2023 | Insights, Investments
When it comes to finding your financial footing, understanding a few key concepts and terms goes a long way to promoting literacy and inspiring confidence in knowing how to handle one’s money. Let’s take Claire’s story for some perspective, and you might identify with...
by Nanette Duffey | Apr 3, 2023 | Credit Reports and Scores, Insights, Insurance, Investments, Spending
The greatest way to gain financial freedom is through increased financial literacy. What is financial freedom? An aspirational concept, defining financial freedom differs from person to person frequently depending on one’s perspective and lifestyle. Despite that, a...
by Nanette Duffey | Apr 12, 2022 | Insights, Investments
If you’re employed, chances are you’ve heard of, or you already have, a 401k retirement account. Many employers offer them to their employees as a part of a benefits package along with perks like unlimited paid time off, health insurance, or even work-from-home...
by Nanette Duffey | Apr 5, 2022 | Insights, Investments, Taxes
An Individual Retirement Account, better known as an IRA, is exactly what it says it is: a retirement account for individuals. Even if you participate in an employer-sponsored plan, you’ll likely be eligible to contribute to an IRA account. But did you know...
