by Nanette Duffey | Apr 24, 2023 | Financial Literacy, Insights
Jacqueline, a bright young woman with a stellar grade point average and an impressive list of extracurricular activities, is graduating soon and plans to attend college. After completing a grueling application process, she received acceptance to many institutions. Her...
by Nanette Duffey | Apr 17, 2023 | Financial Literacy, Insurance, Investments
Amid the fast-paced hubbub of life, it’s quite easy to forget the value of your employer’s benefit package while you’re advancing your career and raising your busy family. However, you don’t want to leave employer benefits on the table untouched. Start by checking...
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 | Sep 29, 2022 | Insights, Legal Documents
Every stage of life has key records you’ll need to keep accessible as you and your family members progress through the milestone seasons of life. Whether you’re a student pursuing a high school diploma, middle-aged work refining your financial plan, or older pursuing...
