Insights from Organized Instincts
Dispelling Common Myths & Misconceptions of a Will
It’s easy to get caught up in misinformation and quite common to make mistakes when it comes to planning for and drafting your Will. Writing a Will can be both complicated and expensive. However, not having one increases the chances of a dispute arising after your...
May is “Older Americans Month” – It’s Time for a Chat
Created in the 1960s by President John F. Kennedy and the National Council of Senior Citizens, May celebrates “Older Americans Month.” The month seeks to acknowledge the contributions of older persons in our country. One way to observe and honor your family is to...
Where There’s a Will There’s a Way – End of Life Planning
It doesn’t matter if you’re young or old, the reality is that we all die. Preparing yourself and your family for the inevitable is best done sooner rather than later. Three of the best things you can do is get a Will, get a power of attorney, and get an advanced...
Assurance – Secure It With an Annual Beneficiary Review
No matter your age, your profession, or your season of life, you’ll want to assess your list of beneficiaries. Relationships and circumstances change, and sometimes, so do your recipients. Here are everyday life events when you want to complete an annual beneficiary...
With a Little Spring Cleaning You Can Dive into Summer
Winter is finally over and spring is finally here. Time to dust off your file drawers and get your finances ready for swimsuit season. What are some instances that the Organized Instincts team suggests your financial files have a good once-over? Let’s take a look. Are...
Become An Active 401k Plan Participant
If you’re employed, chances are you’ve heard of, or you already have, a 401k retirement account. Many employers offer them to their employees as a part of a benefits package along with perks like unlimited paid time off, health insurance, or even work-from-home...
Tax Season: Time to Open and Contribute to an IRA
An Individual Retirement Account, better known as an IRA, is exactly what it says it is: a retirement account for individuals. Even if you participate in an employer-sponsored plan, you’ll likely be eligible to contribute to an IRA account. But did you know...
The Modern Financial Fraud Frontier: Gift Cards, Dating Apps, and Cryptocurrency
As more and more people catch on to the various schemes of scammers, scammers themselves are getting crafty in their craft. While you might not fall for a call from the grandkids claiming they're in jail in Louisiana and need bail money wired right away, you might...
Embrace Making Tax Payments Online – Paying Federal and State Electronically
Whether or not your tax return is ready to file, the IRS deadline of April 18th, 2022 is fast approaching. With only a few weeks to spare, even if you file your taxes today, the best thing to do is pay any Federal or state taxes you owe directly online. We believe...
Keeping Secrets From Your CPA Can Cost You A Bundle
When it comes to finances, we might not always go out of our way to tell our CPA when we make big financial decisions. Sometimes it just doesn’t occur to us that the right hand really does need to know what the left hand is doing. But how do you know what things you...