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 | Sep 24, 2024 | Insights, Paperwork, Technology, Travel
As a frequent flier, whether international or domestic, you likely already enjoy the benefits of travel screening programs, such as Clear, TSA PreCheck, or GOES. There are benefits to each program, and there are advantages to having all of them. What should you...
by Nanette Duffey | Sep 10, 2024 | Fraud Protection, Identity Theft, Insights
While not always a driver’s license, photo identification is a must in every state. Did you know some states allow digital driver’s licenses for your digital wallet? Identification cards can also vary by age and whether or not you have a REAL ID. Not sure what all...
by Nanette Duffey | Mar 13, 2023 | Insights, Taxes
Based on true events. Details have been changed or combined to protect privacy. As regular visitors to vacation destinations, savvy investors gain a first-hand understanding of the local rental market—including rental rates and purchase price, plus identifying all the...
