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Our Two-Cents Worth On Tackling Charitable Donations

Our Two-Cents Worth On Tackling Charitable Donations

by Nanette Duffey | Dec 29, 2021 | Giving, Insights, Taxes

No matter the season, there are a few things you’ll want to remember when it comes to making charitable donations. Have you given to charity this year? We have some suggestions for corralling your gifting records and getting a jump start on preparing your taxes. Keep...
Avoid Getting Miffed by Holiday Gifts – Navigate Giving, Inheriting, and Receiving Valuable Gifts This Season

Avoid Getting Miffed by Holiday Gifts – Navigate Giving, Inheriting, and Receiving Valuable Gifts This Season

by Nanette Duffey | Dec 7, 2021 | Insights, Taxes

With the holiday gift giving season upon us, it is only fitting to discuss gift-giving, and more specifically, gifts you receive from others as well as gifts you give to others. We’re not talking about the air fryer you were gifted by your Great Aunt Mary or the...
Avoiding a Holiday Kerfuffle – The Do’s and Don’ts of Lending Money

Avoiding a Holiday Kerfuffle – The Do’s and Don’ts of Lending Money

by Nanette Duffey | Nov 15, 2021 | Insights, Loans

With the traditional holidays arriving, especially those when everyone is gathered together, it’s the season for friends and family to hit you up for money. We want to help you avoid becoming prey to the awkward conversation when anyone asks you for a loan, no...

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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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  • Are You Missing a Key Player on Your Health Care Team?
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Phone: 770-975-2850
Email: Nanette@OrganizedInstincts.com

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