by Nanette Duffey | Aug 22, 2023 | Insights, Legal Documents, Paperwork
When it comes to keeping accurate records, not many people think about keeping them for recreational vehicles. If it doesn’t drive on the road or cruise on the water, it’s easily overlooked as a “toy” rather than a machine that benefits from keeping maintenance...
by Nanette Duffey | Aug 8, 2023 | Insights, Paperwork, Taxes
Are you moving, or do you have plans to move? We suggest a three-tiered strategy that will help you update your address quickly and efficiently at a multitude of locations. This approach is convenient if you’ve resided at one spot for years, are unfamiliar with...
by Nanette Duffey | Nov 21, 2022 | Insights, Insurance, Medical, Paperwork
Are you ready for open enrollment? Better get ready. November is the month most commonly associated with employers offering annual enrollment for employee benefits. Be quick, however. The window for enrollment isn’t open for very long. You’ll need to do your homework...
by Nanette Duffey | Aug 31, 2022 | Insights, Paperwork, Real Estate
No matter the type of property you own, from homes to vehicles to luxury items, owning these assets comes with the responsibility to keep important documents. Keeping records for your real estate holdings, such as a beachside condo rental unit, a summer vacation home,...
by Nanette Duffey | Aug 24, 2022 | Insights, Legal Documents, Paperwork
If you’ve purchased a luxury item or received one as a gift, keeping the documents that prove its authenticity is key when it comes to resale, auction, insurance, or tax purposes. It is wise to have the physical copy of these documents safely stored. With the high...
by Nanette Duffey | Aug 1, 2022 | Insights, Paperwork, Real Estate
When it comes to owning a home, vacation homes, or rental properties, you’ll want to know exactly where your documents are located. Make sure the documents for all your properties are safely stored. Don’t merely tuck them away somewhere and forget about them. These...
