by Nanette Duffey | Jul 12, 2022 | Caretaking, Estate Planning, Financial Literacy, Insights, Paperwork, Retirement
It’s the open-door conversation no one really wants to have—discussing important financial decisions with the older generation. Yet plans need to be made and issues need to be brought to light with regards to important documents, having emergency contacts in place,...
by Nanette Duffey | May 16, 2022 | Estate Planning, Insights, Legal Documents, Paperwork
It’s easy to get caught up in misinformation and quite common to make mistakes when it comes to planning for and drafting your Will. Writing a Will can be both complicated and expensive. However, not having one increases the chances of a dispute arising after your...
by Nanette Duffey | Apr 25, 2022 | Estate Planning, Insights, Legal Documents, Paperwork
No matter your age, your profession, or your season of life, you’ll want to assess your list of beneficiaries. Relationships and circumstances change, and sometimes, so do your recipients. Here are everyday life events when you want to complete an annual beneficiary...
by Nanette Duffey | Apr 18, 2022 | Financial Literacy, Insights, Paperwork
Winter is finally over and spring is finally here. Time to dust off your file drawers and get your finances ready for swimsuit season. What are some instances that the Organized Instincts team suggests your financial files have a good once-over? Let’s take a look. Are...
