by Nanette Duffey | May 19, 2026 | Insights
In an era where so much of daily life unfolds across devices and online platforms, what happens to your emails, photos, social profiles, and digital finances when you’re no longer here to manage them? Families often discover too late that passwords and logins vanish...
by Nanette Duffey | Aug 5, 2025 | Bill Paying + Banking, College, Insights, Insurance, Paperwork
Sending your student off to college is a thrilling milestone, but it comes with financial and logistical loose ends. From managing bank accounts to securing insurance, proactive planning ensures your student thrives without unexpected hiccups. Here are a few key steps...
by Nanette Duffey | Feb 18, 2025 | Bill Paying + Banking, Insights, Technology
In the digital age, managing money effectively often requires mastering a new skill set—navigating the endless options for streaming entertainment. The search is no longer limited to the search for the remote control in the sofa cushions but managing a seamless...
by Nanette Duffey | Oct 23, 2023 | Fraud Protection, Identity Theft, Insights, Technology
No matter who you are, you have an online reputation. Whether it be on your company’s biography pages, in your social media accounts, or listing your recent charitable gifts to your favorite charities, it’s prudent to be mindful when it comes to protecting your online...
by Nanette Duffey | Mar 20, 2023 | Insights, Taxes
Do you feel that with each approaching tax deadline, you are playing the starring role in the latest science fiction flick—one where the main character wakes to a recurring nightmare? Just filing your tax return seems like an ordeal, but then you receive news that...
