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...
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 5, 2022 | Giving, Insights
The holidays are here again, and with that festive, generous spirit, so too is the tipping season. If you want to better manage your holiday spending or avoid a social faux pas, we offer you these thoughts on gifting cash and tipping this holiday season. Who do you...
by Nanette Duffey | Nov 15, 2021 | Insights, Loans
With the traditional holidays arriving, especially those when everyone is gathered together, it’s the season for friends and family to hit you up for money. We want to help you avoid becoming prey to the awkward conversation when anyone asks you for a loan, no...
