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Don’t Let Your Lifestyle Creep Up On You

Don’t Let Your Lifestyle Creep Up On You

by Nanette Duffey | Apr 29, 2025 | Credit Reports and Scores, Financial Literacy, Insights, Paperwork, Spending

Financial literacy is a critical skill for adults, yet many Gen Xers and Millennials face unique challenges that can jeopardize their financial stability. From misunderstanding compound interest to falling into traps like lifestyle creep, these generations need...
Finding a Path to Freedom Through Financial Literacy

Finding a Path to Freedom Through Financial Literacy

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...
Don’t Let Streaming Services Hook Your Bank Account

Don’t Let Streaming Services Hook Your Bank Account

by Nanette Duffey | Jan 23, 2023 | Insights, Spending

Let’s look at your varying entertainment packages and subscriptions and see if we can’t “entertain” ways to trim these recurring items. According to a Chicago-based C&R Research firm, the average American consumer shells out $219/month on subscriptions. They...
Cut Cash Calories: Workout Your Wallet’s Waste Line

Cut Cash Calories: Workout Your Wallet’s Waste Line

by Nanette Duffey | Jan 17, 2023 | Bill Paying + Banking, Insights, Spending

Are you aware of any excessive fees bloating your monthly budget? What memberships or subscriptions have charges that are automatically pulled from your account(s)? Do you still want them? Better yet, do you still need them? Services, goods, or memberships that you...
Mind Your Utility Costs Before They Burn Your Wallet

Mind Your Utility Costs Before They Burn Your Wallet

by Nanette Duffey | Jan 11, 2023 | Insights, Spending

Why are your utility bills so high? Has someone cranked up the heater again? Maybe yes, maybe no. You might need to take stock of your equipment as well as keep an eye on the habits of your family and household staff to determine why your bills are through the roof....
Home is Where Your Heart (and Dollars) Go—Show It Some Love

Home is Where Your Heart (and Dollars) Go—Show It Some Love

by Nanette Duffey | Jan 5, 2023 | Bill Paying + Banking, Insights, Spending

With the cooler months upon us, it’s likely you’ve been spending more time indoors. It always seems to be the case that as soon as you have holiday guests, you notice all the blemishes and annoyances that need your attention. If you make a plan to go through your home...
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