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Tatter Proof: Keep Your Social Security Card Safe

Tatter Proof: Keep Your Social Security Card Safe

by Nanette Duffey | Sep 30, 2025 | College, Estate Planning, Insights, Legal Documents, Paperwork

A Social Security card is a critical document for verifying identity in numerous personal and professional contexts, serving as a cornerstone for navigating life’s administrative requirements. Unlike a driver’s license, which doubles as a permit to operate a vehicle,...
3 Tips for Avoiding the Squeeze of Medical Debt

3 Tips for Avoiding the Squeeze of Medical Debt

by Nanette Duffey | Jun 26, 2023 | Bill Paying + Banking, Financial Literacy, Insights, Medical

In the past, unpaid medical debts put a red mark on your credit score with long-term effects on your access credit. Small or large medical debts were logged, and if eventually paid, the blemish would remain on your report. Thankfully, advances have been made to...
Are You Missing a Key Player on Your Health Care Team?

Are You Missing a Key Player on Your Health Care Team?

by Nanette Duffey | Jan 30, 2023 | Financial Partners, Insights

When it comes to healthcare, do you know what various doctors and specialists are available to you? If so, what role do they fill in your life? Do you know what signs to look for that suggest you might need one of these pros? Here is a list of some professionals and...
Give Your Medicare Plan Its Annual Physical

Give Your Medicare Plan Its Annual Physical

by Nanette Duffey | Nov 28, 2022 | Insights, Insurance

If you are eligible for Medicare, expect for your mailbox, your inbox, your voicemail, and news feeds to be cluttered with advertisements to enroll. Considering the amount of media you’re sure to be bombarded with, you shouldn’t be able to forget enrolling in the...
Score a Touchdown: Cross the Goal Line with Open Enrollment

Score a Touchdown: Cross the Goal Line with Open Enrollment

by Nanette Duffey | Nov 21, 2022 | Insights, Insurance, Medical, Paperwork

Are you ready for open enrollment? Better get ready. November is the month most commonly associated with employers offering annual enrollment for employee benefits. Be quick, however. The window for enrollment isn’t open for very long. You’ll need to do your homework...
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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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  • Property Protection: Critical Docs Your DMM Curates
  • Daily Money Managers: Financial First Responders for Busy Lives

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