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 | Aug 31, 2022 | Insights, Paperwork, Real Estate
No matter the type of property you own, from homes to vehicles to luxury items, owning these assets comes with the responsibility to keep important documents. Keeping records for your real estate holdings, such as a beachside condo rental unit, a summer vacation home,...
by Nanette Duffey | Aug 8, 2022 | Insights, Legal Documents
If you’ve recently purchased or leased a vehicle, paid off a car loan, or registered a car, keeping the documents for these transactions safe is vital. These documents prove you are the legal owner of your car and that the vehicle is legally registered at the DMV....
by Nanette Duffey | Aug 1, 2022 | Insights
When it comes to owning a home, vacation homes, or rental properties, you’ll want to know exactly where your documents are located. Make sure the documents for all your properties are safely stored. Don’t merely tuck them away somewhere and forget about them. These...
