by Nanette Duffey | Apr 11, 2023 | Insights, Investments
When it comes to finding your financial footing, understanding a few key concepts and terms goes a long way to promoting literacy and inspiring confidence in knowing how to handle one’s money. Let’s take Claire’s story for some perspective, and you might identify with...
by Nanette Duffey | Apr 3, 2023 | Credit Reports and Scores, Insights, Insurance, Investments, Spending
The greatest way to gain financial freedom is through increased financial literacy. What is financial freedom? An aspirational concept, defining financial freedom differs from person to person frequently depending on one’s perspective and lifestyle. Despite that, a...
by Nanette Duffey | Mar 20, 2023 | Insights, Taxes
Do you feel that with each approaching tax deadline, you are playing the starring role in the latest science fiction flick—one where the main character wakes to a recurring nightmare? Just filing your tax return seems like an ordeal, but then you receive news that...
by Nanette Duffey | Mar 13, 2023 | Insights, Taxes
Based on true events. Details have been changed or combined to protect privacy. As regular visitors to vacation destinations, savvy investors gain a first-hand understanding of the local rental market—including rental rates and purchase price, plus identifying all the...
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...
