by Nanette Duffey | Jun 30, 2026 | Insights, Loans
Even with considerable wealth and sophisticated financial strategies, extending help to family members can quietly introduce risks that erode both relationships and a good night’s sleep. What starts as a generous investment in their business venture: “I’ll just help...
by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
by Nanette Duffey | Dec 27, 2023 | Financial Literacy, Fraud Protection, Insights
Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes” (and gift cards). Gift cards are a frequent go-to gift for last-minute shoppers or habitual options used for that hard-to-buy-for recipient. But what if...
by Nanette Duffey | Oct 23, 2023 | Fraud Protection, Identity Theft, Insights, Technology
No matter who you are, you have an online reputation. Whether it be on your company’s biography pages, in your social media accounts, or listing your recent charitable gifts to your favorite charities, it’s prudent to be mindful when it comes to protecting your online...
by Nanette Duffey | May 1, 2023 | Insights, Legal Documents
No matter your age, every adult, including yourself, needs to think about end-of-life planning. Far too often, men and women are left picking up the pieces after the unexpected death of their spouse in their 40’s and 50’s and are grieving while trying to make funeral...
