by Nanette Duffey | Feb 13, 2023 | Financial Partners, Insights, Taxes
Who can move mountains of papers with just the push of a button? Who enjoys opening those perforated, tear-apart tax mailers? Who thinks a blank tax planner is like going on a giant scavenger hunt? These are just some of the many talents and skills that allow a...
by Nanette Duffey | Jun 6, 2022 | Insights
In today’s day and age, there are several options available when it comes to choosing your bank. Traditional banks seem to be on every street corner, but did you know some bank brands are exclusively online? What are some of the advantages and disadvantages of digital...
by Nanette Duffey | May 9, 2022 | Insights, Legal Documents
Created in the 1960s by President John F. Kennedy and the National Council of Senior Citizens, May celebrates “Older Americans Month.” The month seeks to acknowledge the contributions of older persons in our country. One way to observe and honor your family is to...
by Nanette Duffey | Jan 19, 2022 | Fraud Protection, Insights, Technology
Most of us have tolerated annoying junk mail for far too long, so our coping strategies include ignoring it, tossing it into the trash, or sending it to the spam folder. It doesn’t have to be this way. There’s no better time to stop tolerating and ignoring these...
by Nanette Duffey | Oct 19, 2021 | Identity Theft, Insights, Technology
Buckle up for a quick ride onto the mobile payment superhighway. At one time, making payments was confined to writing paper checks or credit card swipes. Like consumer space flight, a new reality is here with the introduction of numerous new payment formats, including...
