by Nanette Duffey | Dec 7, 2021 | Insights, Taxes
With the holiday gift giving season upon us, it is only fitting to discuss gift-giving, and more specifically, gifts you receive from others as well as gifts you give to others. We’re not talking about the air fryer you were gifted by your Great Aunt Mary or the...
by Nanette Duffey | Sep 13, 2021 | Bill Paying + Banking, Insights, Taxes
Are you thinking about getting married? Before you walk down that aisle or open that joint bank account, let’s take a look at what you need to sit down and discuss with your future spouse. Don’t let your wedding ring become a boxing ring over money. Fully Disclose all...
by Nanette Duffey | Mar 29, 2018 | Insights, Taxes
Busy, busy, busy. That’s what you are – all the time it seems. So naturally you’ve enlisted help around the house. But you might be in for a huge wake-up call if the IRS comes knocking because you failed to comply with household employee taxes. Read...
by Nanette Duffey | Mar 15, 2018 | Insights, Taxes
Charitable donations are a wonderful way to support your local community or national organizations. They’re also an excellent way to lower your tax bill. That’s right – you can help at the same time you save money on taxes. Use these tax tips to make sure you get the...
by Nanette Duffey | Mar 1, 2018 | Insights, Taxes
It’s that time again: tax season. The better organized you are, the better able your tax professional will be to prepare your taxes. The ability to put your hand on a specific document this instant is a good gauge of how organized you currently are. Hopefully, you are...
by Organized Instincts | Nov 11, 2014 | Bill Paying + Banking, Insights, Insurance, Legal Documents, Taxes
Whether it’s your growing family, your hectic career, or your vacation plans that are keeping you busy, chances are the last thing you want to do in your free time is pay bills and organize your finances. Personal Daily Money Managers, like the professionals at...
