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 | 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...
by Nanette Duffey | Oct 4, 2021 | Bill Paying + Banking, Credit Reports and Scores, Insights, Legal Documents
One of the common misconceptions about separation, divorce, and death today is that costs are cut in half. They are not. In fact, divorce in some cases can be more expensive in the long run. Even if a loved one dies, costs are reduced, but bills still need to be paid....
