by Nanette Duffey | Dec 12, 2022 | Giving, Insights
When it comes to charitable donations, you’ll want to keep detailed records of cash donations you hand out. Keeping records affords you the affirmation that you supported your favorite organizations and fulfill any outstanding pledge amounts. Plus, it allows you to...
by Nanette Duffey | Mar 29, 2022 | Fraud Protection, Insights
As more and more people catch on to the various schemes of scammers, scammers themselves are getting crafty in their craft. While you might not fall for a call from the grandkids claiming they’re in jail in Louisiana and need bail money wired right away, you...
by Nanette Duffey | Feb 14, 2022 | Insights
Who doesn’t like finding missing money? If you’ve been around the block a few times, chances are you might have a sum of money trying to find you. Perhaps you moved away, started a new job, switched banks, or have forgetful family members. It might behoove you to have...
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...
