by Nanette Duffey | Nov 25, 2025 | Holidays, Insights, Medical, Spending
A Flexible Spending Account (FSA) is a tax-advantaged way to set aside pre-tax dollars from your paycheck for healthcare expenses. Unlike HSAs, FSAs are “use it or lose it.” Funds must be spent by the plan year’s end or forfeited, with a short grace period...
by Nanette Duffey | Oct 24, 2022 | Insights, Insurance
When it comes to insurance for your most valuable possessions, don’t assume these expensive items will be covered by your standard homeowner’s or renter’s insurance. Homeowner’s insurance often has low limits with regards to valuables, as little as $1,000 to $2,500...
by Nanette Duffey | Aug 1, 2022 | Insights, Paperwork, Real Estate
When it comes to owning a home, vacation homes, or rental properties, you’ll want to know exactly where your documents are located. Make sure the documents for all your properties are safely stored. Don’t merely tuck them away somewhere and forget about them. These...
by Nanette Duffey | Feb 1, 2022 | Bill Paying + Banking, Credit Reports and Scores, Giving, Insights, Insurance, Legal Documents, Loans
Have you ever kept paperwork simply because you didn’t know when it was safe to throw away? Do you have a file cabinet tucked away somewhere stuffed with decades worth of receipts, bills, or tax returns? Don’t worry, we’ll help you climb out from underneath that paper...
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...
