by Nanette Duffey | Jan 14, 2025 | Financial Partners, Insights, Taxes
Trusted advisors, such as accountants, lawyers, financial advisors, and insurance brokers, are necessities for controlling and overseeing often complex financial ecosystems. At Organized Instincts, magnifying the value of your relationship with these advisors is one...
by Nanette Duffey | Aug 27, 2024 | Insights, Insurance, Investments
On the day Miriam received her luxurious fur coat and pearl earrings from her beloved husband on their 50th wedding anniversary, she knew she’d have to insure them against damage or theft. However, her home owner’s insurance policy does not cover the price of higher...
by Nanette Duffey | Aug 13, 2024 | Insights, Insurance, Real Estate, Technology
Has it been awhile since you’ve checked on your roof? When was the last time you replaced it? You might want to call a few roofing companies sooner rather than later to determine the remaining life of your roof and get some estimates should it need to be replaced....
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 6, 2024 | Bill Paying + Banking, Financial Partners, Insights, Medical, Paperwork
According to a national study conducted by the American Journal of Medicine, approximately 62% of all bankruptcies are caused by a large influx of medical bills. No one foresees being diagnosed or having to contend with illnesses that require extended medical care,...
