Insights from Organized Instincts
You’re Not Too Old to Get Carded
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...
Insure What’s Irreplaceable – Wrap Yourself in Luxury
On the day Miriam received her luxurious fur coat and pearl earrings from her beloved husband on their 50th wedding anniversary, she knew she’d have to insure them against damage or theft. However, her home owner’s insurance policy does not cover the price of higher...
I Spy Drones in the Sky
Has it been awhile since you’ve checked on your roof? When was the last time you replaced it? You might want to call a few roofing companies sooner rather than later to determine the remaining life of your roof and get some estimates should it need to be replaced....
2 Legs + 4 Legs = Caretaking for Our Loved Ones
Is there a furry four-legged companion living with your loved ones? As seniors and their pets grow older, preparing a plan with them in case the senior or the pet needs medical care will give your loved ones peace of mind by engaging them in the planning process. Pets...
Stranger Danger: Don’t Fall for This Venmo Scam
Whether you’re a frequent user or a sporadic user of the payment app Venmo, you need to be aware of a new scam making its rounds. If you’re not armed with the knowledge of recognizing and avoiding this and other emerging scams, you are more likely to be victimized....
Keep Gen Z & A from Credit Dismay
Living in today’s world with ever-changing digital scams and more frequent online personal information data breaches, how can we protect the credit histories of the next generation? Simply being deemed old enough to have a credit card does not mean one should own a...
Don’t Get Burned: Combat Check Fraud
If you’re still issuing handwritten personal checks, you’ll want to be very aware of check fraud, which can happen at many points along the life of a paper check. Many presume check fraud begins when your check is lost in the mail. Your check fraud risk begins when...
Rejoice, Your Estate Plan is Complete – Or Is It?
When it comes to estate planning, drawing up a plan—and completing it—spells out your intentions for distributing your estate to your loved ones, cherished places, and favorite organizations. Getting all your affairs in order and all your accounts squared away is the...
Exploring Financial Literacy at Every Age
Whatever your age, you’re never too young—or too old—to improve your financial literacy. There is always room to grow your knowledge, regardless of age, life experience, the value of your assets’ value, or what you already know. Learning the fundamentals, such as...
Six Steps to Sensational Sunsets
If you’ve had many job changes, several types of careers, or relocated and have any old 401(k)’s from prior employers (not current ones), consider a little financial “spring cleaning” and roll it over into an IRA. There are several advantages to doing so rather than...