by Nanette Duffey | Jul 28, 2026 | Bill Paying + Banking, Caretaking, Financial Partners, Insights
High-achieving professionals and their families often juggle demanding career obligations, extended travel, when a major life transition arrives, it leaves little room for routine money-related tasks. A Daily Money Manager (DMM) steps in as a trusted financial first...
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 | Jan 9, 2024 | Financial Literacy, Insights, Paperwork
Happy New Year to all! New resolutions, and conversations around them, abound in nearly every corner of the media, in daily conversation, and even with your family members or coworkers. Popular themes include losing weight, eating healthy, getting organized (or more...
by Nanette Duffey | Jan 17, 2023 | Bill Paying + Banking, Insights, Spending
Are you aware of any excessive fees bloating your monthly budget? What memberships or subscriptions have charges that are automatically pulled from your account(s)? Do you still want them? Better yet, do you still need them? Services, goods, or memberships that you...
by Nanette Duffey | Feb 22, 2022 | Insights, Spending
Memberships are good things. They allow us to be part of exclusive clubs, carry exclusive credit cards, and partake of limited deals. Subscriptions are also good things, providing individuals with a service or a product. Sometimes they offer coupons or perks for...
