Insights from Organized Instincts
DMM Superhero Stories Vol. 5 – Charlotte and the Rebirth Metamorphosis
Based on true events. Details have been changed or combined to protect privacy. For years, Charlotte had been stuck in a period of uncertainty about her financial decisions. Her life had undergone a massive upheaval and she had not yet taken initiative to get her...
DMM Superhero Stories Vol. 4: Keith and the Prudent Roof Redo
Based on true events. Details have been changed or combined to protect privacy. In order to keep up with his family’s needs, Keith’s house required an expensive renovation. However, it wasn’t just one project to be completed, but several upgrades involving multiple...
The Art of Giving With a Graceful Heart
If you donate goods, money, or services to charity, you’ll need to utilize the itemize deduction not the standard to have a tax benefit of giving. Plus, you have to have a grasp on the fair market value of tangible goods when it comes tax time. If you regularly donate...
Breathing a Sigh of Relief – How a DMM Helps Prepare for a Less-Taxing Season
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 to...
Move that Mountain of Medical Bills
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,...
From Headaches To High Fives – Tax Pros We Love
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...
A Breath of Fresh Air – Inhale Clean, Exhale Clutter
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...
Protect Your Investment – Cultivate a Happy Home
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...
New Year, New You – Do Not Renew
Happy New Year to all! New resolutions, and conversations around them, abound in nearly every corner of the media, in daily conversation, and even with your family members or coworkers. Popular themes include losing weight, eating healthy, getting organized (or more...
The Great Redemption – Gift Card Edition
Benjamin Franklin famously said, "In this world nothing can be said to be certain, except death and taxes” (and gift cards). Gift cards are a frequent go-to gift for last-minute shoppers or habitual options used for that hard-to-buy-for recipient. But what if you...