by Nanette Duffey | Aug 11, 2026 | Insights, Paperwork, Real Estate
When it comes to protecting and maintaining your property, it’s often easy to remember the big, important details, which include paying the mortgage on time and keeping your homeowners insurance current. These large checklist items promote good “ownership hygiene” for...
by Nanette Duffey | Oct 21, 2025 | Fraud Protection, Insights, Insurance, Technology
In the high-stakes world of digital living, where smart homes guard multimillion-dollar estates and executives jet between the boardroom and tee box, cybersecurity isn’t just tech talk, it’s a financial imperative. For clients insured by premium providers like PURE...
by Nanette Duffey | Aug 13, 2024 | Insights, Insurance, Real Estate, Technology
Has it been awhile since you’ve checked on your roof? When was the last time you replaced it? You might want to call a few roofing companies sooner rather than later to determine the remaining life of your roof and get some estimates should it need to be replaced....
by Nanette Duffey | Mar 12, 2024 | Financial Partners, Insights, Real Estate
Based on true events. Details have been changed or combined to protect privacy. In order to keep up with his family’s needs, Keith’s house required an expensive renovation. However, it wasn’t just one project to be completed, but several upgrades involving multiple...
by Nanette Duffey | Aug 8, 2023 | Insights, Paperwork, Taxes
Are you moving, or do you have plans to move? We suggest a three-tiered strategy that will help you update your address quickly and efficiently at a multitude of locations. This approach is convenient if you’ve resided at one spot for years, are unfamiliar with...
