by Nanette Duffey | Aug 8, 2022 | Insights, Legal Documents
If you’ve recently purchased or leased a vehicle, paid off a car loan, or registered a car, keeping the documents for these transactions safe is vital. These documents prove you are the legal owner of your car and that the vehicle is legally registered at the DMV....
by Nanette Duffey | Mar 14, 2022 | Insights, Taxes
When it comes to finances, we might not always go out of our way to tell our CPA when we make big financial decisions. Sometimes it just doesn’t occur to us that the right hand really does need to know what the left hand is doing. But how do you know what things you...
by Nanette Duffey | Oct 25, 2021 | Identity Theft, Insights, Technology
In today’s online marketplace, you’ll definitely want to take some steps when it comes to protecting your privacy on the Internet. Let’s take a look at some measures you can take to keep your information safe online. Dedicate One Credit Card for Online Purchases One...
by Nanette Duffey | Jul 26, 2021 | Insights, Insurance
Before any trip, whether it be for business or pleasure, it is always wise to put a plan in place for your finances while you’re gone. How long will you be traveling? How will your bills get paid? How can you prevent identity theft? These questions and more will need...
