by Nanette Duffey | Jul 28, 2026 | Bill Paying + Banking, Caretaking, Financial Partners, Insights
High-achieving professionals and their families often juggle demanding career obligations, extended travel, when a major life transition arrives, it leaves little room for routine money-related tasks. A Daily Money Manager (DMM) steps in as a trusted financial first...
by Nanette Duffey | Nov 5, 2024 | Bill Paying + Banking, Financial Literacy, Insights, Medical
As open enrollment season opens, opportunities to subscribe to the various spending accounts become available, too. Multiple options exist, but a plan’s eligibility requirements and family size influence the “best” selection for you and your family. These...
by Nanette Duffey | Sep 5, 2023 | Fraud Protection, Identity Theft, Insights
Have you heard about the massive data breach of Medicare and Medicaid participants’ information? If not, you’ll want to keep reading, learn about the potential impacts on you or your loved ones, and plan your next steps. Whether you or a loved one are on...
