by Nanette Duffey | Dec 19, 2022 | Giving, Insights
Not too long ago, we helped you find ways to opt out of annoying junk mail. But did you know your favorite charities can annoy you with a deluge of mail as well? Whether by email or postal mail, many organizations send donation reminders, address labels, and even...
by Nanette Duffey | Aug 1, 2022 | Insights
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 | Apr 5, 2022 | Insights, Investments, Taxes
An Individual Retirement Account, better known as an IRA, is exactly what it says it is: a retirement account for individuals. Even if you participate in an employer-sponsored plan, you’ll likely be eligible to contribute to an IRA account. But did you know...
by Nanette Duffey | Mar 21, 2022 | Bill Paying, Insights, Taxes
Whether or not your tax return is ready to file, the IRS deadline of April 18th, 2022 is fast approaching. With only a few weeks to spare, even if you file your taxes today, the best thing to do is pay any Federal or state taxes you owe directly online. We believe...
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...
