by Nanette Duffey | Feb 21, 2023 | Financial Partners, Insights
The eagle is often admired for its power, speed, strength, and impressive vision. These qualities mirror many of those aspects you look for in a legal advisor! As Daily Money Managers (DMMs), we plan a vital role to help you identify situations or when you encounter...
by Nanette Duffey | Aug 31, 2022 | Insights, Paperwork, Real Estate
No matter the type of property you own, from homes to vehicles to luxury items, owning these assets comes with the responsibility to keep important documents. Keeping records for your real estate holdings, such as a beachside condo rental unit, a summer vacation home,...
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 | Sep 27, 2021 | Insights
When I was a young girl, my parents opened my first bank account at the local branch. I remember being excited to visit the branch, filled with fancy carbon copy forms and tufted leather chairs. I especially loved going inside the safe deposit box vault. I recall...
