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 | Jul 31, 2023 | Financial Partners, Insights
As we age, the odds are stacked against us when it comes to our mental competence. One in every five seniors over the age of 75 has experienced some kind of cognitive impairment. For anyone over the age of 80, that risk jumps to one in two people. While many seniors...
by Nanette Duffey | May 2, 2022 | Insights, Legal Documents
It doesn’t matter if you’re young or old, the reality is that we all die. Preparing yourself and your family for the inevitable is best done sooner rather than later. Three of the best things you can do is get a Will, get a power of attorney, and get an advanced...
by Nanette Duffey | Sep 7, 2021 | Insights, Legal Documents
No matter your age, it’s about time you look over all your legal documents and bring them up to date. From your power of attorney to your will and from your life insurance to your health insurance, the best thing you can do for your future is to ensure all your...
