by Nanette Duffey | Jan 30, 2024 | Financial Partners, Insights, Taxes
Tax preparation season is upon us, making it an ideal time to assess your relationships with the tax professionals currently in your corner. Here are some things to turn your tax time headaches into celebratory high-fives with the professional who best fits your...
by Nanette Duffey | Oct 23, 2023 | Fraud Protection, Identity Theft, Insights, Technology
No matter who you are, you have an online reputation. Whether it be on your company’s biography pages, in your social media accounts, or listing your recent charitable gifts to your favorite charities, it’s prudent to be mindful when it comes to protecting your online...
by Nanette Duffey | Sep 27, 2021 | Bill Paying + Banking, 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...
