by Nanette Duffey | Jun 30, 2026 | Insights, Loans
Even with considerable wealth and sophisticated financial strategies, extending help to family members can quietly introduce risks that erode both relationships and a good night’s sleep. What starts as a generous investment in their business venture: “I’ll just help...
by Nanette Duffey | Jun 24, 2025 | Bill Paying + Banking, Credit Reports and Scores, Financial Literacy, Insights, Loans, Spending
In the fast-paced world of online shopping, “Buy Now, Pay Later” (BNPL) services such as Affirm, Klarna, Afterpay, PayPal Pay in 4, Sezzle, and Zip are everywhere—popping up at checkout, on banking sites, and even when purchasing airline tickets. These modern twists...
by Nanette Duffey | Feb 1, 2022 | Bill Paying + Banking, Credit Reports and Scores, Giving, Insights, Insurance, Legal Documents, Loans
Have you ever kept paperwork simply because you didn’t know when it was safe to throw away? Do you have a file cabinet tucked away somewhere stuffed with decades worth of receipts, bills, or tax returns? Don’t worry, we’ll help you climb out from underneath that paper...
by Nanette Duffey | Nov 29, 2021 | Bill Paying + Banking, Insights, Loans
Changes are coming to your existing student loans, and they’ll be here sooner than you think. Whether you’re paying the loans yourself or along with your student, you’ll want to prepare yourself and put your best foot forward in 2022. Let’s take a look at what’s...
by Nanette Duffey | Nov 15, 2021 | Insights, Loans
With the traditional holidays arriving, especially those when everyone is gathered together, it’s the season for friends and family to hit you up for money. We want to help you avoid becoming prey to the awkward conversation when anyone asks you for a loan, no...
