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Summit the Mountain – Secure Your Financial Footing

Summit the Mountain – Secure Your Financial Footing

by Nanette Duffey | Apr 11, 2023 | Insights, Investments

When it comes to finding your financial footing, understanding a few key concepts and terms goes a long way to promoting literacy and inspiring confidence in knowing how to handle one’s money. Let’s take Claire’s story for some perspective, and you might identify with...
DMM Superhero Stories Vol. 1: Tracy and the Complex Investment Portfolio

DMM Superhero Stories Vol. 1: Tracy and the Complex Investment Portfolio

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...
Five Steps to Embrace Going Paperless

Five Steps to Embrace Going Paperless

by Nanette Duffey | Jan 10, 2022 | Bill Paying + Banking, Insights

If 2021 seemed like a cascade of unnecessary paperwork, 2022 doesn’t have to be. You no longer have to wade through the unnecessary paper by implementing a few changes now. Record-keeping doesn’t have to be all about the paper trail. Let’s take a look at some things...

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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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