by Nanette Duffey | Jan 13, 2026 | Bill Paying + Banking, Credit Cards, Insights
Pesky bank and credit card fees are likely nibbling away at your wallet before you even notice. From overdraft hits to ATM surcharges and rising annual charges, they add up quickly, turning oversights into significant drains. Conducting a thorough review of these...
by Nanette Duffey | Jul 22, 2025 | Caretaking, Credit Reports and Scores, Fraud Protection, Identity Theft, Insights
As seniors embrace the support of caregivers, their financial security can become vulnerable. A trusted caregiver, such as a worker at an independent living facility, a health companion, or even a family member hired to provide supportive care, may have access to...
by Nanette Duffey | Jun 10, 2025 | Bill Paying + Banking, Credit Reports and Scores, Estate Planning, Financial Literacy, Insights, Paperwork, Real Estate, Spending, Taxes
Losing a spouse is an emotional whirlwind, and navigating the financial aftermath can feel overwhelming. Understanding how joint accounts, shared debts, and credit reports are affected is crucial for protecting your financial stability during this challenging time....
by Nanette Duffey | Sep 24, 2024 | Insights, Paperwork, Technology, Travel
As a frequent flier, whether international or domestic, you likely already enjoy the benefits of travel screening programs, such as Clear, TSA PreCheck, or GOES. There are benefits to each program, and there are advantages to having all of them. What should you...
by Nanette Duffey | Aug 8, 2023 | Insights, Paperwork, Taxes
Are you moving, or do you have plans to move? We suggest a three-tiered strategy that will help you update your address quickly and efficiently at a multitude of locations. This approach is convenient if you’ve resided at one spot for years, are unfamiliar with...
