by Nanette Duffey | Mar 6, 2023 | Insights, Taxes
Have you ever heard your CPA mention a “tax transcript”? Do you find yourself momentarily reminiscing about your college days, wondering how a “transcript” will benefit you? The quick answer is that a tax transcript is a tax record, either physical or virtual, of your...
by Nanette Duffey | Feb 21, 2023 | Financial Partners, Insights
The eagle is often admired for its power, speed, strength, and impressive vision. These qualities mirror many of those aspects you look for in a legal advisor! As Daily Money Managers (DMMs), we plan a vital role to help you identify situations or when you encounter...
by Nanette Duffey | Mar 14, 2022 | Insights, Taxes
When it comes to finances, we might not always go out of our way to tell our CPA when we make big financial decisions. Sometimes it just doesn’t occur to us that the right hand really does need to know what the left hand is doing. But how do you know what things you...
by Nanette Duffey | Sep 13, 2021 | Bill Paying + Banking, Insights, Taxes
Are you thinking about getting married? Before you walk down that aisle or open that joint bank account, let’s take a look at what you need to sit down and discuss with your future spouse. Don’t let your wedding ring become a boxing ring over money. Fully Disclose all...
