770-975-2850 Nanette@OrganizedInstincts.com
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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...

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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

  • Don’t Let Streaming Services Hook Your Bank Account
  • Cut Cash Calories: Workout Your Wallet’s Waste Line

Contact Us

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

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