by Nanette Duffey | May 13, 2025 | Insights, Spending, Travel
Planning a wedding is a whirlwind of excitement, but it comes with a list of expectations for everyone involved—the couple, their parents, and the guests. From splitting costs and picking priorities to giving thoughtful gifts and keeping communication clear, each...
by Nanette Duffey | Dec 10, 2024 | Giving, Holidays, Insights
When it comes to end-of-year giving, many stresses and sticky situations can crop up along the way. Some ways of giving might materialize out of nowhere, while others can inundate you with junk mail from now until the end of time. Deciding your year-end giving now...
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 | Dec 29, 2021 | Giving, Insights, Taxes
No matter the season, there are a few things you’ll want to remember when it comes to making charitable donations. Have you given to charity this year? We have some suggestions for corralling your gifting records and getting a jump start on preparing your taxes. Keep...
by Nanette Duffey | Dec 7, 2021 | Insights, Taxes
With the holiday gift giving season upon us, it is only fitting to discuss gift-giving, and more specifically, gifts you receive from others as well as gifts you give to others. We’re not talking about the air fryer you were gifted by your Great Aunt Mary or the...
