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...
by Nanette Duffey | Jul 26, 2021 | Insights, Insurance
Before any trip, whether it be for business or pleasure, it is always wise to put a plan in place for your finances while you’re gone. How long will you be traveling? How will your bills get paid? How can you prevent identity theft? These questions and more will need...
by Nanette Duffey | Jul 19, 2021 | Insights, Insurance
Whether it’s a fire, a flood, a tornado, or a tropical storm, we often don’t think a natural disaster will personally affect us. However, out of sight, out of mind shouldn’t be our perspective when it comes to disasters such as these. Planning financially for...
