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8 Tips for Giving Generously: Escape the Regret Headache

8 Tips for Giving Generously: Escape the Regret Headache

by Nanette Duffey | Dec 12, 2022 | Giving, Insights

When it comes to charitable donations, you’ll want to keep detailed records of cash donations you hand out. Keeping records affords you the affirmation that you supported your favorite organizations and fulfill any outstanding pledge amounts. Plus, it allows you to...
Two Uncomfortable Realities – Scams and Financial Exploitation

Two Uncomfortable Realities – Scams and Financial Exploitation

by Nanette Duffey | Jul 18, 2022 | Insights

We’ve all heard horror stories of scam artists taking older adults for both small and large sums of money. Whether IRS phone scams, texts claiming cancellations, fake charitable organizations on Facebook, or callers impersonating Medicare representatives, it’s...

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About Us

Organized Instincts pays bills, organizes financial documents, and tracks spending for busy families, traveling professionals, and semi-retired couples.

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Insights

  • Does Estate Planning Feel Like Jumping Off a Cliff?
  • 5 End-of-Life Care Professionals You Need to Know

Contact Us

Phone: 770-975-2850
Email: Nanette@OrganizedInstincts.com

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