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...
by Nanette Duffey | Jan 13, 2026 | Bill Paying + Banking, Credit Cards, Insights
Pesky bank and credit card fees are likely nibbling away at your wallet before you even notice. From overdraft hits to ATM surcharges and rising annual charges, they add up quickly, turning oversights into significant drains. Conducting a thorough review of these...
by Nanette Duffey | Aug 5, 2025 | Bill Paying + Banking, College, Insights, Insurance, Paperwork
Sending your student off to college is a thrilling milestone, but it comes with financial and logistical loose ends. From managing bank accounts to securing insurance, proactive planning ensures your student thrives without unexpected hiccups. Here are a few key steps...
by Nanette Duffey | Jul 22, 2025 | Caretaking, Credit Reports and Scores, Fraud Protection, Identity Theft, Insights
As seniors embrace the support of caregivers, their financial security can become vulnerable. A trusted caregiver, such as a worker at an independent living facility, a health companion, or even a family member hired to provide supportive care, may have access to...
by Nanette Duffey | May 27, 2025 | Bill Paying + Banking, Financial Literacy, Financial Partners, Insights, Spending, Taxes
Establishing a strong financial foundation is crucial for a harmonious partnership as newlyweds begin this next chapter. Couples who align their financial goals take steps to secure their future through proactive planning and open communication. Savvy couples...
