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May is “Older Americans Month” – It’s Time for a Chat

May is “Older Americans Month” – It’s Time for a Chat

by Nanette Duffey | May 9, 2022 | Insights, Legal Documents

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

Where There’s a Will There’s a Way – End of Life Planning

by Nanette Duffey | May 2, 2022 | Insights, Legal Documents

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...
A Daily Money Manager’s Guide to Letting Go of Your Non-Tax Paperwork

A Daily Money Manager’s Guide to Letting Go of Your Non-Tax Paperwork

by Nanette Duffey | Feb 1, 2022 | Bill Paying, Credit Reports and Scores, Giving, Insights, Insurance, Legal Documents, Loans

Have you ever kept paperwork simply because you didn’t know when it was safe to throw away? Do you have a file cabinet tucked away somewhere stuffed with decades worth of receipts, bills, or tax returns? Don’t worry, we’ll help you climb out from underneath that paper...
When Two Hearts Become One – Surprise! Costs Do Not Drop by 50%

When Two Hearts Become One – Surprise! Costs Do Not Drop by 50%

by Nanette Duffey | Oct 4, 2021 | Bill Paying, Credit Reports and Scores, Insights, Legal Documents

One of the common misconceptions about separation, divorce, and death today is that costs are cut in half. They are not. In fact, divorce in some cases can be more expensive in the long run. Even if a loved one dies, costs are reduced, but bills still need to be paid....
Let’s Get Your Legal Documents in Order

Let’s Get Your Legal Documents in Order

by Nanette Duffey | Sep 7, 2021 | Insights, Legal Documents

No matter your age, it’s about time you look over all your legal documents and bring them up to date. From your power of attorney to your will and from your life insurance to your health insurance, the best thing you can do for your future is to ensure all your...
Personal Money Managers Free Busy Families, Traveling Professionals, and Retired Individuals from Daily Financial Tasks

Personal Money Managers Free Busy Families, Traveling Professionals, and Retired Individuals from Daily Financial Tasks

by Organized Instincts | Nov 11, 2014 | Bill Paying, Insights, Insurance, Legal Documents, Taxes

Whether it’s your growing family, your hectic career, or your vacation plans that are keeping you busy, chances are the last thing you want to do in your free time is pay bills and organize your finances. Personal Daily Money Managers, like the professionals at...

Recent Posts

  • Dispelling Common Myths & Misconceptions of a Will
  • May is “Older Americans Month” – It’s Time for a Chat
  • Where There’s a Will There’s a Way – End of Life Planning
  • Assurance – Secure It With an Annual Beneficiary Review
  • With a Little Spring Cleaning You Can Dive into Summer
  • Become An Active 401k Plan Participant
  • Tax Season: Time to Open and Contribute to an IRA
  • The Modern Financial Fraud Frontier: Gift Cards, Dating Apps, and Cryptocurrency

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About Us

Organized Instincts pays bills, organizes financial documents, and tracks spending for busy families, traveling professionals, and semi-retired couples.

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Insights

  • Dispelling Common Myths & Misconceptions of a Will
  • May is “Older Americans Month” – It’s Time for a Chat

Contact Us

Phone: 770-975-2850
Email: Nanette@OrganizedInstincts.com

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