by Nanette Duffey | Jul 18, 2022 | Insights
We’ve all heard horror stories of scam artists taking older adults for both small and large sums of money. Whether IRS phone scams, texts claiming cancellations, fake charitable organizations on Facebook, or callers impersonating Medicare representatives, it’s...
by Nanette Duffey | Apr 12, 2022 | Insights
If you’re employed, chances are you’ve heard of, or you already have, a 401k retirement account. Many employers offer them to their employees as a part of a benefits package along with perks like unlimited paid time off, health insurance, or even work-from-home...
by Nanette Duffey | Apr 5, 2022 | Insights, Investments, Taxes
An Individual Retirement Account, better known as an IRA, is exactly what it says it is: a retirement account for individuals. Even if you participate in an employer-sponsored plan, you’ll likely be eligible to contribute to an IRA account. But did you know...
by Nanette Duffey | Mar 21, 2022 | Bill Paying, Insights, Taxes
Whether or not your tax return is ready to file, the IRS deadline of April 18th, 2022 is fast approaching. With only a few weeks to spare, even if you file your taxes today, the best thing to do is pay any Federal or state taxes you owe directly online. We believe...
by Nanette Duffey | Feb 7, 2022 | Insights, Taxes
It’s tax season, which means it’s time to prepare your paperwork, and yourself, to pay your taxes. To help you prepare for the project ahead, we invite you to follow these techniques to help make life run a little smoother and lower stress. Preparation First,...
