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 | Nov 7, 2022 | Insights, Insurance
An umbrella policy is a personal excess liability—or liability policy. They are one and the same. This policy covers events that happen on or off your property, such as accidents or injuries, and not necessarily those that cause damage or destruction. It is an...
by Nanette Duffey | Oct 3, 2022 | Insights, Insurance
Have you purchased a new car for yourself or a family member? Inherited a vehicle that needs to be insured? Received a rate quote for a newly licensed driver? Whether adding a car to an existing policy or changing carriers, choosing your policy can be an accident...
by Nanette Duffey | Feb 1, 2022 | Bill Paying + Banking, Credit Reports and Scores, Giving, Insights, Insurance, Legal Documents, Loans
Have you ever kept paperwork simply because you didn’t know when it was safe to throw away? Do you have a file cabinet tucked away somewhere stuffed with decades worth of receipts, bills, or tax returns? Don’t worry, we’ll help you climb out from underneath that paper...
