by Nanette Duffey | Apr 15, 2025 | Financial Partners, Insights, Taxes
April 15th, the day we all begrudgingly acknowledge as the tax deadline, has arrived. It’s a moment where the numbers “dust” settle, and tax advisors share the financial tally—maybe with a hearty high-five for a prosperous year or a sympathetic nod to the weight of a...
by Nanette Duffey | Jan 10, 2022 | Bill Paying + Banking, Insights
If 2021 seemed like a cascade of unnecessary paperwork, 2022 doesn’t have to be. You no longer have to wade through the unnecessary paper by implementing a few changes now. Record-keeping doesn’t have to be all about the paper trail. Let’s take a look at some things...
