by Nanette Duffey | Apr 3, 2024 | Financial Literacy, Financial Partners, Insights
Based on true events. Details have been changed or combined to protect privacy. For years, Charlotte had been stuck in a period of uncertainty about her financial decisions. Her life had undergone a massive upheaval and she had not yet taken initiative to get her...
by Nanette Duffey | Jan 30, 2024 | Financial Partners, Insights, Taxes
Tax preparation season is upon us, making it an ideal time to assess your relationships with the tax professionals currently in your corner. Here are some things to turn your tax time headaches into celebratory high-fives with the professional who best fits your...
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...
