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Legacy and Literacy: From Back in the Day to Modern Day

Legacy and Literacy: From Back in the Day to Modern Day

by Nanette Duffey | Apr 14, 2026 | Bill Paying + Banking, Financial Literacy, Insights, Technology

With April as Financial Literacy Month, created by Jump$tart back in 2000, there’s no better time for families to bridge the gap between legacy banking habits and today’s digital reality. For families spanning multiple generations, banking has undergone a quiet...
A Tax Time Nail Biter: When Time Flies and Forms Hide

A Tax Time Nail Biter: When Time Flies and Forms Hide

by Nanette Duffey | Apr 1, 2025 | Insights, Legal Documents, Paperwork, Taxes

With the looming reality of tax season, it’s easy to chew your digits and get lost in the stress of misplaced forms. But what if we took a step back, inhaled deeply, and added a twist of humor to the mix? Here, “tax time” takes a sly jab at the sluggish...

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  • Property Protection: Critical Docs Your DMM Curates
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