by Nanette Duffey | May 5, 2026 | Estate Planning, Financial Literacy, Insights, Medical
When you’ve built wealth, be it modest or of generational proportions, you’re in a powerful but vulnerable position. This success grants you freedom, influence, and the ability to shape your legacy, yet it also opens the door to complex decisions that can quietly...
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 | 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 12, 2023 | Credit Reports and Scores, Fraud Protection, Insights
Recently, we warned you about the massive data breach that affected millions of members of Medicare. If you or a loved one has been affected by this breach, we advise you to accept the offer of free credit monitoring for two years through Experian offered in the...
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...
