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Legacy and Literacy: From Back in the Day to Modern Day

Legacy and Literacy: From Back in the Day to Modern Day

by Nanette Duffey | Apr 14, 2026 | Bill Paying + Banking, Financial Literacy, Insights, Technology

With April as Financial Literacy Month, created by Jump$tart back in 2000, there’s no better time for families to bridge the gap between legacy banking habits and today’s digital reality. For families spanning multiple generations, banking has undergone a quiet...
Hidden in Plain Sight: Surging Fees

Hidden in Plain Sight: Surging Fees

by Nanette Duffey | Jan 13, 2026 | Bill Paying + Banking, Credit Cards, Insights

Pesky bank and credit card fees are likely nibbling away at your wallet before you even notice. From overdraft hits to ATM surcharges and rising annual charges, they add up quickly, turning oversights into significant drains. Conducting a thorough review of these...
Lexington or London? Prep for Learning Luminaries

Lexington or London? Prep for Learning Luminaries

by Nanette Duffey | Aug 5, 2025 | Bill Paying + Banking, College, Insights, Insurance, Paperwork

Sending your student off to college is a thrilling milestone, but it comes with financial and logistical loose ends. From managing bank accounts to securing insurance, proactive planning ensures your student thrives without unexpected hiccups. Here are a few key steps...
Changing Tides – A Rescue from Overwhelming Bank Fees

Changing Tides – A Rescue from Overwhelming Bank Fees

by Nanette Duffey | Jun 14, 2022 | Bill Paying + Banking, Insights, Technology

The tide has turned in the world of consumer banking. A fee that has long been a staple of banks everywhere is now going away like SPF 4 sunscreen: the dreaded overdraft fee. One after another, banks are dropping this junk fee—which often starts at $35 or more per...

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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

  • Property Protection: Critical Docs Your DMM Curates
  • Daily Money Managers: Financial First Responders for Busy Lives

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

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