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DMM Superhero Stories Vol. 3: Clyde and the Cutting-Edge Career

DMM Superhero Stories Vol. 3: Clyde and the Cutting-Edge Career

by Nanette Duffey | Mar 27, 2023 | Insights, Insurance, Technology

Based on actual events. Details have been changed or combined to protect privacy. Clyde is a serial inventor and visionary who has leveraged his decades-long experience and multiple degrees into a profitable and expansive career. Clyde spends his days researching and...
DMM Superhero Stories Vol. 1: Tracy and the Complex Investment Portfolio

DMM Superhero Stories Vol. 1: Tracy and the Complex Investment Portfolio

by Nanette Duffey | Feb 27, 2023 | Financial Partners, Insights

Based on true events. Details have been changed or combined to protect privacy. Believe it or not, your Daily Money Manager (DMM) ends up saving the day in ways you never expected. What might start out as a simple decision to change financial advisors ends up becoming...
5 Types of Legal Eagles Who Help You Soar to New Heights

5 Types of Legal Eagles Who Help You Soar to New Heights

by Nanette Duffey | Feb 21, 2023 | Financial Partners, Insights

The eagle is often admired for its power, speed, strength, and impressive vision. These qualities mirror many of those aspects you look for in a legal advisor! As Daily Money Managers (DMMs), we plan a vital role to help you identify situations or when you encounter...
Get Your Financial Ducks in a Row: Hire a DMM + CPA

Get Your Financial Ducks in a Row: Hire a DMM + CPA

by Nanette Duffey | Feb 13, 2023 | Financial Partners, Insights, Taxes

Who can move mountains of papers with just the push of a button? Who enjoys opening those perforated, tear-apart tax mailers? Who thinks a blank tax planner is like going on a giant scavenger hunt? These are just some of the many talents and skills that allow a...
Hoist the Lombardi Trophy – Draft a Winning Financial Team

Hoist the Lombardi Trophy – Draft a Winning Financial Team

by Nanette Duffey | Feb 6, 2023 | Financial Partners, Insights

Do you know which financial professionals you’ll want to take off the sidelines and put in the game? Have you taken a timeout to determine how to achieve your financial goals? What key players are on the field calling your next play? If you’re unsure how to cross the...
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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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  • Breaking a Mental Health Stigma – Write a PAD
  • Does Estate Planning Feel Like Jumping Off a Cliff?

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Email: Nanette@OrganizedInstincts.com

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