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 | Oct 12, 2021 | Identity Theft, Insights, Technology
October is Cyber Security Month, and protecting your identity online is of utmost importance. If you don’t know where to begin, we’re here to help you. For the month of October, we’ll post tips to educate you and offer specific steps you can take to protect your...
by Nanette Duffey | Oct 4, 2021 | Bill Paying + Banking, Credit Reports and Scores, Insights, Legal Documents
One of the common misconceptions about separation, divorce, and death today is that costs are cut in half. They are not. In fact, divorce in some cases can be more expensive in the long run. Even if a loved one dies, costs are reduced, but bills still need to be paid....
by Nanette Duffey | Sep 21, 2021 | Bill Paying + Banking, Insights
Sometimes, marriage isn’t in the cards for many who live together. Remarriage isn’t always an option due to financially motivated reasons. Often it can be less expensive to live with a roommate. Whether you have a romantic partner or a roommate, let’s take a look at...
