by Nanette Duffey | Feb 24, 2026 | Financial Partners, Insights
In today’s fast-paced world, managing finances can feel like juggling flaming torches, especially for high-net-worth individuals with sprawling portfolios. Multiple bank accounts, investment holdings, rental properties, and diverse income streams create a web of...
by Nanette Duffey | Jun 26, 2023 | Bill Paying + Banking, Financial Literacy, Insights, Medical
In the past, unpaid medical debts put a red mark on your credit score with long-term effects on your access credit. Small or large medical debts were logged, and if eventually paid, the blemish would remain on your report. Thankfully, advances have been made to...
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....
by Nanette Duffey | Jan 10, 2022 | Bill Paying + Banking, Insights
If 2021 seemed like a cascade of unnecessary paperwork, 2022 doesn’t have to be. You no longer have to wade through the unnecessary paper by implementing a few changes now. Record-keeping doesn’t have to be all about the paper trail. Let’s take a look at some things...
by Nanette Duffey | Oct 4, 2021 | Bill Paying + Banking, Credit Reports and Scores, Insights, Legal Documents
One of the common misconceptions about separation, divorce, and death today is that costs are cut in half. They are not. In fact, divorce in some cases can be more expensive in the long run. Even if a loved one dies, costs are reduced, but bills still need to be paid....
