by Nanette Duffey | Aug 1, 2022 | Insights, Paperwork, Real Estate
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 | Jul 25, 2022 | Insights, Medical, Pets
Is pet insurance worth it? We’ve all asked ourselves this question while our pets are in their prime health. It seems an unnecessary luxury when things are going well. But if you’ve ever experienced a medical issue with a pet, whether minor or major, it’s likely...
by Nanette Duffey | Jul 18, 2022 | Financial Literacy, Fraud Protection, Identity Theft, Insights, Technology
We’ve all heard horror stories of scam artists taking older adults for both small and large sums of money. Whether IRS phone scams, texts claiming cancellations, fake charitable organizations on Facebook, or callers impersonating Medicare representatives, it’s...
by Nanette Duffey | Jul 12, 2022 | Caretaking, Estate Planning, Financial Literacy, Insights, Paperwork, Retirement
It’s the open-door conversation no one really wants to have—discussing important financial decisions with the older generation. Yet plans need to be made and issues need to be brought to light with regards to important documents, having emergency contacts in place,...
by Nanette Duffey | Jul 5, 2022 | Bill Paying + Banking, Credit Cards, Insights
When it comes to using a debit card vs. a credit card, cardholders frequently pick a side. At Organized Instincts, we have settled on this: “it depends” – how you handle your spending and risk factors. Today we will explore reasons why you’d want to use one card...
