by Nanette Duffey | Oct 6, 2026 | Divorce, Insights, Legal Documents, Paperwork, Real Estate, Retirement
If you have experienced a divorce, remember that the decree itself is a starting point and not the finish line for dividing assets gained during the marriage. Titles, retirement accounts, and tax filings remain at risk until the decree is executed. A signed judgment...
by Nanette Duffey | Oct 23, 2024 | Caretaking, Financial Literacy, Fraud Protection, Insights, Retirement
When it comes to cybersecurity, people of all ages need to be educated on securing their online lives by learning best practices as well as how to deal with scammers. If we’re not careful about protecting ourselves digitally, our mental health will suffer through...
by Nanette Duffey | Jul 26, 2024 | Caretaking, Insights, Medical, Retirement
Is there a furry four-legged companion living with your loved ones? As seniors and their pets grow older, preparing a plan with them in case the senior or the pet needs medical care will give your loved ones peace of mind by engaging them in the planning process. Pets...
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 | Jul 12, 2022 | Caretaking, Estate Planning, Financial Literacy, Insights, Paperwork, Retirement
It’s the open-door conversation no one really wants to have—discussing important financial decisions with the older generation. Yet plans need to be made and issues need to be brought to light with regards to important documents, having emergency contacts in place,...
