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Generous – Intentional – Values – Earnest: Ways to Give Charitably

Generous – Intentional – Values – Earnest: Ways to Give Charitably

by Nanette Duffey | Dec 10, 2024 | Giving, Holidays, Insights

When it comes to end-of-year giving, many stresses and sticky situations can crop up along the way. Some ways of giving might materialize out of nowhere, while others can inundate you with junk mail from now until the end of time. Deciding your year-end giving now...
This Little Piggy Uses a Health Savings Account

This Little Piggy Uses a Health Savings Account

by Nanette Duffey | Nov 5, 2024 | Bill Paying + Banking, Financial Literacy, Insights, Medical

As open enrollment season opens, opportunities to subscribe to the various spending accounts become available, too. Multiple options exist, but a plan’s eligibility requirements and family size influence the “best” selection for you and your family. These...
Lock Down Your Devices With These Easy Tips

Lock Down Your Devices With These Easy Tips

by Nanette Duffey | Oct 8, 2024 | Fraud Protection, Identity Theft, Insights, Technology

October is Cybersecurity Awareness Month, and with that in mind, we’d like to make you aware of a few tips to keep yourself safe. The Digital 2024: Global Overview report, a study recently released by Kepois, states that internet users spend an average of 400 minutes...
Breeze the Lines: Perks at the Airport & Beyond

Breeze the Lines: Perks at the Airport & Beyond

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...
You’re Not Too Old to Get Carded

You’re Not Too Old to Get Carded

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...
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Organized Instincts pays bills, organizes financial documents, and tracks spending for busy families, traveling professionals, and semi-retired couples.

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  • Property Protection: Critical Docs Your DMM Curates
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