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 | Feb 6, 2023 | Financial Partners, Insights
Do you know which financial professionals you’ll want to take off the sidelines and put in the game? Have you taken a timeout to determine how to achieve your financial goals? What key players are on the field calling your next play? If you’re unsure how to cross the...
by Nanette Duffey | Jan 17, 2023 | Bill Paying + Banking, Insights, Spending
Are you aware of any excessive fees bloating your monthly budget? What memberships or subscriptions have charges that are automatically pulled from your account(s)? Do you still want them? Better yet, do you still need them? Services, goods, or memberships that you...
by Nanette Duffey | Jan 11, 2023 | Insights, Spending
Why are your utility bills so high? Has someone cranked up the heater again? Maybe yes, maybe no. You might need to take stock of your equipment as well as keep an eye on the habits of your family and household staff to determine why your bills are through the roof....
