by Nanette Duffey | Aug 11, 2026 | Insights, Paperwork, Real Estate
When it comes to protecting and maintaining your property, it’s often easy to remember the big, important details, which include paying the mortgage on time and keeping your homeowners insurance current. These large checklist items promote good “ownership hygiene” for...
by Nanette Duffey | Jun 10, 2025 | Bill Paying + Banking, Credit Reports and Scores, Estate Planning, Financial Literacy, Insights, Paperwork, Real Estate, Spending, Taxes
Losing a spouse is an emotional whirlwind, and navigating the financial aftermath can feel overwhelming. Understanding how joint accounts, shared debts, and credit reports are affected is crucial for protecting your financial stability during this challenging time....
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 | 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...
by Nanette Duffey | Jan 16, 2024 | Insights, Investments, Real Estate
January is an excellent month to begin preparation and planning for all your home maintenance projects throughout the year. Why? Though January is a few months away from warmer days, getting started on a home maintenance budget now is key. Don’t be caught off guard by...
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,...
