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Does Estate Planning Feel Like Jumping Off a Cliff?

Does Estate Planning Feel Like Jumping Off a Cliff?

by Nanette Duffey | May 18, 2023 | Insights, Legal Documents

Towering many feet up in the air, peering over the edge with her toes curled tightly around the rock a diver nervously looks over the edge. She fears the dive, but jumps first, and splashes down in the water. Now, with palms sweating and knees shaking, it’s your turn...
#Adulting – Putting on Your Grown-Up Glasses of Reality

#Adulting – Putting on Your Grown-Up Glasses of Reality

by Nanette Duffey | May 1, 2023 | Insights, Legal Documents

No matter your age, every adult, including yourself, needs to think about end-of-life planning. Far too often, men and women are left picking up the pieces after the unexpected death of their spouse in their 40’s and 50’s and are grieving while trying to make funeral...
Where There’s a Will There’s a Way – End of Life Planning

Where There’s a Will There’s a Way – End of Life Planning

by Nanette Duffey | May 2, 2022 | Insights, Legal Documents

It doesn’t matter if you’re young or old, the reality is that we all die. Preparing yourself and your family for the inevitable is best done sooner rather than later. Three of the best things you can do is get a Will, get a power of attorney, and get an advanced...
Assurance – Secure It With an Annual Beneficiary Review

Assurance – Secure It With an Annual Beneficiary Review

by Nanette Duffey | Apr 25, 2022 | Insights

No matter your age, your profession, or your season of life, you’ll want to assess your list of beneficiaries. Relationships and circumstances change, and sometimes, so do your recipients. Here are everyday life events when you want to complete an annual beneficiary...
When Two Hearts Become One – Surprise! Costs Do Not Drop by 50%

When Two Hearts Become One – Surprise! Costs Do Not Drop by 50%

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....

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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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