by Nanette Duffey | Feb 14, 2022 | Financial Literacy, Insights
Who doesn’t like finding missing money? If you’ve been around the block a few times, chances are you might have a sum of money trying to find you. Perhaps you moved away, started a new job, switched banks, or have forgetful family members. It might behoove you to have...
by Nanette Duffey | Dec 29, 2021 | Giving, Insights, Taxes
No matter the season, there are a few things you’ll want to remember when it comes to making charitable donations. Have you given to charity this year? We have some suggestions for corralling your gifting records and getting a jump start on preparing your taxes. Keep...
by Nanette Duffey | Nov 15, 2021 | Insights, Loans
With the traditional holidays arriving, especially those when everyone is gathered together, it’s the season for friends and family to hit you up for money. We want to help you avoid becoming prey to the awkward conversation when anyone asks you for a loan, no...
by Nanette Duffey | Oct 19, 2021 | Identity Theft, Insights, Technology
Buckle up for a quick ride onto the mobile payment superhighway. At one time, making payments was confined to writing paper checks or credit card swipes. Like consumer space flight, a new reality is here with the introduction of numerous new payment formats, including...
by Nanette Duffey | Aug 30, 2018 | Insights
In our last article, we explained how you’re never too wealthy to budget. Today we’ll show you ways to transform a “too wealthy to track money” mindset into a workable solution for you and your finances. After all, we wouldn’t want you to tank your credit...
