by Nanette Duffey | Sep 9, 2025 | Bill Paying + Banking, Insights, Legal Documents
In today’s fast-paced world, where mobility and identification are intertwined, the choice between a state ID card and a driver’s license is more relevant than ever, especially for generational non-drivers who navigate life without ever gripping a steering wheel. A...
by Nanette Duffey | Aug 5, 2025 | Bill Paying + Banking, College, Insights, Insurance, Paperwork
Sending your student off to college is a thrilling milestone, but it comes with financial and logistical loose ends. From managing bank accounts to securing insurance, proactive planning ensures your student thrives without unexpected hiccups. Here are a few key steps...
by Nanette Duffey | May 7, 2024 | Estate Planning, Insights, Legal Documents, Paperwork
When it comes to estate planning, drawing up a plan—and completing it—spells out your intentions for distributing your estate to your loved ones, cherished places, and favorite organizations. Getting all your affairs in order and all your accounts squared away is the...
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 7, 2022 | Insights, Taxes
It’s tax season, which means it’s time to prepare your paperwork, and yourself, to pay your taxes. To help you prepare for the project ahead, we invite you to follow these techniques to help make life run a little smoother and lower stress. Preparation First,...
