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Avoid Getting Miffed by Holiday Gifts – Navigate Giving, Inheriting, and Receiving Valuable Gifts This Season

Avoid Getting Miffed by Holiday Gifts – Navigate Giving, Inheriting, and Receiving Valuable Gifts This Season

by Nanette Duffey | Dec 7, 2021 | Insights, Taxes

With the holiday gift giving season upon us, it is only fitting to discuss gift-giving, and more specifically, gifts you receive from others as well as gifts you give to others. We’re not talking about the air fryer you were gifted by your Great Aunt Mary or the...
Having “The Talk” about Finances Before You Marry

Having “The Talk” about Finances Before You Marry

by Nanette Duffey | Sep 13, 2021 | Bill Paying + Banking, Insights, Taxes

Are you thinking about getting married? Before you walk down that aisle or open that joint bank account, let’s take a look at what you need to sit down and discuss with your future spouse. Don’t let your wedding ring become a boxing ring over money. Fully Disclose all...

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

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Insights

  • Max Your Rewards – Up Your Credit Card Game
  • Breaking a Mental Health Stigma – Write a PAD

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

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