by Nanette Duffey | Dec 29, 2021 | Giving, Insights, Taxes
No matter the season, there are a few things you’ll want to remember when it comes to making charitable donations. Have you given to charity this year? We have some suggestions for corralling your gifting records and getting a jump start on preparing your taxes. Keep...
by Nanette Duffey | Dec 20, 2021 | Holidays, Insights
From all of us at Organized Instincts, from our house to yours, Merry Christmas! Visit our homepage to learn more about getting your financial house in order! ...
by Nanette Duffey | Dec 14, 2021 | Bill Paying + Banking, Insights
Whether you’re a parent, a grandparent, extended family, or a family friend, giving the gift of education is an excellent way to secure the academic future of the children in your life. There are different types of accounts you might consider, including a 529 or...
by Nanette Duffey | Dec 7, 2021 | Insights, Taxes
With the holiday gift giving season upon us, it is only fitting to discuss gift-giving, and more specifically, gifts you receive from others as well as gifts you give to others. We’re not talking about the air fryer you were gifted by your Great Aunt Mary or the...
by Nanette Duffey | Nov 29, 2021 | Bill Paying + Banking, Insights, Loans
Changes are coming to your existing student loans, and they’ll be here sooner than you think. Whether you’re paying the loans yourself or along with your student, you’ll want to prepare yourself and put your best foot forward in 2022. Let’s take a look at what’s...
