by Nanette Duffey | Mar 14, 2022 | Insights, Taxes
When it comes to finances, we might not always go out of our way to tell our CPA when we make big financial decisions. Sometimes it just doesn’t occur to us that the right hand really does need to know what the left hand is doing. But how do you know what things you...
by Nanette Duffey | Mar 7, 2022 | Insights, Taxes
It’s March and you know what that means. The madness has begun. That’s right, March Madness is here. Are we just talking about basketball? No, we are all talking tax season! Avoid shooting granny shots or air balls, and enduring the ridicule of your best friend by...
by Nanette Duffey | Mar 1, 2022 | Financial Literacy, Insights, Medical, Retirement, Taxes
As a rule, we don’t like to think about aging. But getting older has its perks, especially with regards to your finances. In fact, the older you get the better your perks. Let’s take a look at some of these benefits you’ll be able to look forward to, and take...
by Nanette Duffey | Feb 7, 2022 | Insights, Taxes
It’s tax season, which means it’s time to prepare your paperwork, and yourself, to pay your taxes. To help you prepare for the project ahead, we invite you to follow these techniques to help make life run a little smoother and lower stress. Preparation First,...
by Nanette Duffey | Jan 6, 2022 | Bill Paying + Banking, Credit Reports and Scores, Insights, Taxes
Welcome to 2022, a whole new year filled with new opportunities, new possibilities, and new ways to set yourself up for financial success. Now is the moment to let go of last year’s mistakes and wipe the scorecard clean. Don’t worry, you don’t have to sweep your...
by Nanette Duffey | Dec 29, 2021 | Giving, Insights, Taxes
No matter the season, there are a few things you’ll want to remember when it comes to making charitable donations. Have you given to charity this year? We have some suggestions for corralling your gifting records and getting a jump start on preparing your taxes. Keep...
