Jay Duffy

Jay Duffy, Co-Founder and Managing Partner at Frame Wealth Partners, stands at the forefront of financial planning. Armed with a CFP® certification, Jay has a decade-spanning career marked by prestigious recognitions and dedication to his clients.

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Spending In Your Retirement Years: Transitioning From a Saving Mindset

Retirement is a time to enjoy spending your hard-earned savings, embracing new experiences, and living life to the fullest. Watch the following video as Jay Duffy, co-founder of Framewealth Partners, takes us through how to…

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Common Mistakes to Avoid During Open Enrollment

As open enrollment season approaches, it’s a critical time for employees to make informed decisions about their benefits. Your choices can have a significant impact on your health and finances for the year ahead. However,…

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Why Hiring Your Kids This Summer Is a No-Brainer (Video)

Hiring your kids for summer or holiday jobs isn’t just a parental power move. It’s a savvy business strategy that screams “tax savings!” On-the-Job Experience First off, when you hire your kids, you’re not just…

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Don’t Make the Money Mistakes of These 5 Celebrities

An increase in assets doesn’t come with an increase in financial acumen. Whether your financial windfall came from a successful startup or a big sale, you need to be aware of the many scams, frauds,…

A man's hand holding mobile smartphone with chatterbot application for online information. Digital chatbot, conversational agents, robot app, conversation assistant. AI Artificial intelligence concept

How to Leverage AI for Your Small Business

Small businesses can leverage AI to automate tasks, enhance marketing strategies, and improve efficiency, while keeping ethical considerations in mind. If you run a small business, you can learn how to effectively utilize artificial intelligence…

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Navigating Recent Changes That Impact Small Businesses (Video)

In the dynamic landscape of business operations, staying abreast of legal and regulatory changes is paramount for entrepreneurs and business owners. Recent developments in employment agreements and overtime pay regulations merit close attention, as they…

Happy senior couple enjoying their time at home and examining housing plans while relocating into a new house. Elderly couple moving into a new house. Investing in the new property, mortgage.

10 Questions to Ask When Relocating in Retirement

Did you know that 40% of workers today plan to move to a different city or region after they retire? This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh…

5 Strategies to Boost Your Retirement Savings

You’ve built your own business and ready to pass the keys to others, or you’re winding down your employed career. Whether your retirement date is fast approaching or you still have a few years to…

How to weather a market downturn

How to Weather a Market Downturn (Video)

The stock market goes through natural cycles of ups and downs. Recent years have seem remarkable growth in stocks, but it’s inevitable that eventually we’ll experience a market downturn. That doesn’t just impact your personal…