770-975-2850 Nanette@OrganizedInstincts.com
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#Adulting – Putting on Your Grown-Up Glasses of Reality

#Adulting – Putting on Your Grown-Up Glasses of Reality

by Nanette Duffey | May 1, 2023 | Insights

No matter your age, every adult, including yourself, needs to think about end-of-life planning. Far too often, men and women are left picking up the pieces after the unexpected death of their spouse in their 40’s and 50’s and are grieving while trying to make funeral...
Keeping Key Records for Kids of All Ages

Keeping Key Records for Kids of All Ages

by Nanette Duffey | Sep 29, 2022 | Insights, Legal Documents

Every stage of life has key records you’ll need to keep accessible as you and your family members progress through the milestone seasons of life. Whether you’re a student pursuing a high school diploma, middle-aged work refining your financial plan, or older pursuing...
Assurance – Secure It With an Annual Beneficiary Review

Assurance – Secure It With an Annual Beneficiary Review

by Nanette Duffey | Apr 25, 2022 | Insights

No matter your age, your profession, or your season of life, you’ll want to assess your list of beneficiaries. Relationships and circumstances change, and sometimes, so do your recipients. Here are everyday life events when you want to complete an annual beneficiary...
Discussing Finances with Partners or Roommates

Discussing Finances with Partners or Roommates

by Nanette Duffey | Sep 21, 2021 | Bill Paying, Insights

Sometimes, marriage isn’t in the cards for many who live together. Remarriage isn’t always an option due to financially motivated reasons. Often it can be less expensive to live with a roommate. Whether you have a romantic partner or a roommate, let’s take a look at...
Having “The Talk” about Finances Before You Marry

Having “The Talk” about Finances Before You Marry

by Nanette Duffey | Sep 13, 2021 | Bill Paying, Insights, Taxes

Are you thinking about getting married? Before you walk down that aisle or open that joint bank account, let’s take a look at what you need to sit down and discuss with your future spouse. Don’t let your wedding ring become a boxing ring over money. Fully Disclose all...

Recent Posts

  • Breaking a Mental Health Stigma – Write a PAD
  • Does Estate Planning Feel Like Jumping Off a Cliff?
  • 5 End-of-Life Care Professionals You Need to Know
  • #Adulting – Putting on Your Grown-Up Glasses of Reality
  • Hit the Books: Financial Education for College-Bound Seniors
  • Don’t Leave Valuable Benefits on the Table
  • Summit the Mountain – Secure Your Financial Footing
  • Finding a Path to Freedom Through Financial Literacy

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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

  • Breaking a Mental Health Stigma – Write a PAD
  • Does Estate Planning Feel Like Jumping Off a Cliff?

Contact Us

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

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