by Nanette Duffey | Mar 17, 2026 | Insights, Taxes
For affluent households or high-net-worth individuals with diverse income streams that lack automatic tax withholding, such as non-employee earnings, rental property profits, partnership distributions, or trust income, quarterly estimated payments become an...
by Nanette Duffey | Feb 10, 2026 | Insights, Taxes
In the complex lives of high-net-worth individuals, annual tax preparation frequently feels like a high-stress puzzle. A Daily Money Manager (DMM) empowers you by expertly handling routine tasks and providing delegation that brings peace of mind. For executives, trust...
by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
by Nanette Duffey | Mar 4, 2025 | Financial Literacy, Insights
Ever wonder why your pink razors cost more than your husband’s blue ones, even though they’re basically the same in the package? Welcome to the pink tax, where women’s products—like shampoo and deodorant—soar to wallet-draining heights while men’s versions sport a...
by Nanette Duffey | Jan 30, 2024 | Financial Partners, Insights, Taxes
Tax preparation season is upon us, making it an ideal time to assess your relationships with the tax professionals currently in your corner. Here are some things to turn your tax time headaches into celebratory high-fives with the professional who best fits your...
