by Nanette Duffey | Apr 1, 2025 | Insights, Legal Documents, Paperwork, Taxes
With the looming reality of tax season, it’s easy to chew your digits and get lost in the stress of misplaced forms. But what if we took a step back, inhaled deeply, and added a twist of humor to the mix? Here, “tax time” takes a sly jab at the sluggish...
by Nanette Duffey | Sep 24, 2024 | Insights, Paperwork, Technology, Travel
As a frequent flier, whether international or domestic, you likely already enjoy the benefits of travel screening programs, such as Clear, TSA PreCheck, or GOES. There are benefits to each program, and there are advantages to having all of them. What should you...
by Nanette Duffey | May 7, 2024 | Estate Planning, Insights, Legal Documents, Paperwork
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...
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 9, 2024 | Financial Literacy, Insights, Paperwork
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...
