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#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...
Don’t Leave Valuable Benefits on the Table

Don’t Leave Valuable Benefits on the Table

by Nanette Duffey | Apr 17, 2023 | Financial Literacy, Insurance, Investments

Amid the fast-paced hubbub of life, it’s quite easy to forget the value of your employer’s benefit package while you’re advancing your career and raising your busy family. However, you don’t want to leave employer benefits on the table untouched. Start by checking...
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...
Keeping Key Records for Kids of All Ages

Keeping Key Records for Kids of All Ages

by Nanette Duffey | Sep 29, 2022 | Insights, Legal Documents

Every stage of life has key records you’ll need to keep accessible as you and your family members progress through the milestone seasons of life. Whether you’re a student pursuing a high school diploma, middle-aged work refining your financial plan, or older pursuing...
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...
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Recent Posts

  • Max Your Rewards – Up Your Credit Card Game
  • Breaking a Mental Health Stigma – Write a PAD
  • Does Estate Planning Feel Like Jumping Off a Cliff?
  • 5 End-of-Life Care Professionals You Need to Know
  • #Adulting – Putting on Your Grown-Up Glasses of Reality
  • Hit the Books: Financial Education for College-Bound Seniors
  • Don’t Leave Valuable Benefits on the Table
  • Summit the Mountain – Secure Your Financial Footing

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

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Email: Nanette@OrganizedInstincts.com

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