by Nanette Duffey | Mar 12, 2024 | Financial Partners, Insights, Real Estate
Based on true events. Details have been changed or combined to protect privacy. In order to keep up with his family’s needs, Keith’s house required an expensive renovation. However, it wasn’t just one project to be completed, but several upgrades involving multiple...
by Nanette Duffey | Feb 20, 2024 | Bill Paying + Banking, Financial Partners, Insights, Paperwork, Taxes
Tax season is the perfect reason to hire a daily money manager. While Organized Instincts DMMs do not prepare income tax returns, we gather clients’ tax paperwork for your CPA to prepare. There are several advantages to doing so, of which the chief advantage is...
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...
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...
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...
