by Nanette Duffey | Feb 20, 2024 | Bill Paying + Banking, Financial Partners, Insights, Paperwork, Taxes
Tax season is the perfect reason to hire a daily money manager. While Organized Instincts DMMs do not prepare income tax returns, we gather clients’ tax paperwork for your CPA to prepare. There are several advantages to doing so, of which the chief advantage is...
by Nanette Duffey | Feb 6, 2024 | Bill Paying + Banking, Financial Partners, Insights, Medical, Paperwork
According to a national study conducted by the American Journal of Medicine, approximately 62% of all bankruptcies are caused by a large influx of medical bills. No one foresees being diagnosed or having to contend with illnesses that require extended medical care,...
by Nanette Duffey | Jan 30, 2024 | Financial Partners, Insights, Taxes
Tax preparation season is upon us, making it an ideal time to assess your relationships with the tax professionals currently in your corner. Here are some things to turn your tax time headaches into celebratory high-fives with the professional who best fits your...
by Nanette Duffey | Jan 23, 2024 | Insights, Investments
At Organized Instincts we embrace organization skills and techniques. They play a vital role in all areas of life, to bring happiness, reduce clutter, and minimize stress. Organization is a passion of our founder, Nanette Duffey, and is very near and dear to her...
by Nanette Duffey | Jan 16, 2024 | Insights, Investments, Real Estate
January is an excellent month to begin preparation and planning for all your home maintenance projects throughout the year. Why? Though January is a few months away from warmer days, getting started on a home maintenance budget now is key. Don’t be caught off guard by...
