by Nanette Duffey | Nov 4, 2025 | Insights, Medical, Spending
When it comes to healthcare financing, a Health Savings Account (HSA) stands out as a powerful tool for managing medical expenses with tax advantages. An HSA is a tax-advantaged savings account designed for individuals with high-deductible health plans (HDHPs),...
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 | Apr 15, 2025 | Financial Partners, Insights, Taxes
April 15th, the day we all begrudgingly acknowledge as the tax deadline, has arrived. It’s a moment where the numbers “dust” settle, and tax advisors share the financial tally—maybe with a hearty high-five for a prosperous year or a sympathetic nod to the weight of a...
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 | Feb 27, 2024 | Giving, Insights
If you donate goods, money, or services to charity, you’ll need to utilize the itemize deduction not the standard to have a tax benefit of giving. Plus, you have to have a grasp on the fair market value of tangible goods when it comes tax time. If you regularly donate...
