by Nanette Duffey | Oct 6, 2026 | Divorce, Insights, Legal Documents, Paperwork, Real Estate, Retirement
If you have experienced a divorce, remember that the decree itself is a starting point and not the finish line for dividing assets gained during the marriage. Titles, retirement accounts, and tax filings remain at risk until the decree is executed. A signed judgment...
by Nanette Duffey | Sep 22, 2026 | Estate Planning, Insights, Legal Documents, Paperwork, Travel
Have you thought about the vital documents that you or your heirs might need later in life? Do your heirs know where they’re located? Do you? Thinking ten years ahead and preparing for probable scenarios is good practice for minimizing financial surprises. Documents...
by Nanette Duffey | Feb 24, 2026 | Financial Partners, Insights
In today’s fast-paced world, managing finances can feel like juggling flaming torches, especially for high-net-worth individuals with sprawling portfolios. Multiple bank accounts, investment holdings, rental properties, and diverse income streams create a web of...
by Nanette Duffey | Sep 30, 2025 | College, Estate Planning, Insights, Legal Documents, Paperwork
A Social Security card is a critical document for verifying identity in numerous personal and professional contexts, serving as a cornerstone for navigating life’s administrative requirements. Unlike a driver’s license, which doubles as a permit to operate a vehicle,...
by Nanette Duffey | Apr 30, 2024 | Bill Paying + Banking, Financial Literacy, Insights, Retirement
Whatever your age, you’re never too young—or too old—to improve your financial literacy. There is always room to grow your knowledge, regardless of age, life experience, the value of your assets’ value, or what you already know. Learning the fundamentals, such as...
