by Nanette Duffey | Dec 19, 2022 | Giving, Insights
Not too long ago, we helped you find ways to opt out of annoying junk mail. But did you know your favorite charities can annoy you with a deluge of mail as well? Whether by email or postal mail, many organizations send donation reminders, address labels, and even...
by Nanette Duffey | Dec 12, 2022 | Giving, Insights
When it comes to charitable donations, you’ll want to keep detailed records of cash donations you hand out. Keeping records affords you the affirmation that you supported your favorite organizations and fulfill any outstanding pledge amounts. Plus, it allows you to...
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 | 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 | Sep 27, 2021 | Insights
When I was a young girl, my parents opened my first bank account at the local branch. I remember being excited to visit the branch, filled with fancy carbon copy forms and tufted leather chairs. I especially loved going inside the safe deposit box vault. I recall...
