by Nanette Duffey | Mar 12, 2024 | Financial Partners, Insights, Real Estate
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...
by Nanette Duffey | Feb 20, 2024 | Bill Paying + Banking, Financial Partners, Insights, Paperwork, Taxes
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...
by Nanette Duffey | Feb 6, 2024 | Bill Paying + Banking, Financial Partners, Insights, Medical, Paperwork
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,...
by Nanette Duffey | Jan 30, 2024 | Financial Partners, Insights, Taxes
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...
by Nanette Duffey | Jul 31, 2023 | Financial Partners, Insights
As we age, the odds are stacked against us when it comes to our mental competence. One in every five seniors over the age of 75 has experienced some kind of cognitive impairment. For anyone over the age of 80, that risk jumps to one in two people. While many seniors...
by Nanette Duffey | May 8, 2023 | Financial Partners, Insights
As an adult caring for aging parents and other beloved ones, there, unfortunately, comes a time when difficult and often contentious decisions need to be made in the form of accepting help. You believe Mom is continuing to slow down with everyday tasks becoming...
