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 | 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...
