Insights from Organized Instincts
Finding a Path to Freedom Through Financial Literacy
The greatest way to gain financial freedom is through increased financial literacy. What is financial freedom? An aspirational concept, defining financial freedom differs from person to person frequently depending on one’s perspective and lifestyle. Despite that, a...
DMM Superhero Stories Vol. 3: Clyde and the Cutting-Edge Career
Based on actual events. Details have been changed or combined to protect privacy. Clyde is a serial inventor and visionary who has leveraged his decades-long experience and multiple degrees into a profitable and expansive career. Clyde spends his days researching and...
Crack the Case: Conquer the Mystery of Tax Refunds & Payments
Do you feel that with each approaching tax deadline, you are playing the starring role in the latest science fiction flick—one where the main character wakes to a recurring nightmare? Just filing your tax return seems like an ordeal, but then you receive news that...
DMM Superhero Stories Vol. 2: Frankie, Barb, and the Rental Renovation
Based on true events. Details have been changed or combined to protect privacy. As regular visitors to vacation destinations, savvy investors gain a first-hand understanding of the local rental market—including rental rates and purchase price, plus identifying all the...
Not Just for School Anymore – Understanding Your IRS Transcript
Have you ever heard your CPA mention a “tax transcript”? Do you find yourself momentarily reminiscing about your college days, wondering how a “transcript” will benefit you? The quick answer is that a tax transcript is a tax record, either physical or virtual, of your...
DMM Superhero Stories Vol. 1: Tracy and the Complex Investment Portfolio
Based on true events. Details have been changed or combined to protect privacy. Believe it or not, your Daily Money Manager (DMM) ends up saving the day in ways you never expected. What might start out as a simple decision to change financial advisors ends up becoming...
5 Types of Legal Eagles Who Help You Soar to New Heights
The eagle is often admired for its power, speed, strength, and impressive vision. These qualities mirror many of those aspects you look for in a legal advisor! As Daily Money Managers (DMMs), we plan a vital role to help you identify situations or when you encounter...
Get Your Financial Ducks in a Row: Hire a DMM + CPA
Who can move mountains of papers with just the push of a button? Who enjoys opening those perforated, tear-apart tax mailers? Who thinks a blank tax planner is like going on a giant scavenger hunt? These are just some of the many talents and skills that allow a...
Hoist the Lombardi Trophy – Draft a Winning Financial Team
Do you know which financial professionals you’ll want to take off the sidelines and put in the game? Have you taken a timeout to determine how to achieve your financial goals? What key players are on the field calling your next play? If you’re unsure how to cross the...
Are You Missing a Key Player on Your Health Care Team?
When it comes to healthcare, do you know what various doctors and specialists are available to you? If so, what role do they fill in your life? Do you know what signs to look for that suggest you might need one of these pros? Here is a list of some professionals and...