by Nanette Duffey | May 27, 2025 | Bill Paying + Banking, Financial Literacy, Financial Partners, Insights, Spending, Taxes
Establishing a strong financial foundation is crucial for a harmonious partnership as newlyweds begin this next chapter. Couples who align their financial goals take steps to secure their future through proactive planning and open communication. Savvy couples...
by Nanette Duffey | Apr 23, 2024 | Financial Literacy, Insights, Investments, Retirement
If you’ve had many job changes, several types of careers, or relocated and have any old 401(k)’s from prior employers (not current ones), consider a little financial “spring cleaning” and roll it over into an IRA. There are several advantages to doing so rather than...
by Nanette Duffey | Apr 17, 2023 | Financial Literacy, Insurance, Investments
Amid the fast-paced hubbub of life, it’s quite easy to forget the value of your employer’s benefit package while you’re advancing your career and raising your busy family. However, you don’t want to leave employer benefits on the table untouched. Start by checking...
by Nanette Duffey | Dec 28, 2022 | Holidays, Insights
With 2022 coming to a close, it’s time for Organized Instincts’ year in review. Here, you’ll find some of our most beloved blogs we hand-picked throughout the past year. From digital fraud to digital footprints and from perky pineapples to power of attorney, come and...
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...
