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From Headaches To High Fives – Tax Pros We Love

From Headaches To High Fives – Tax Pros We Love

by Nanette Duffey | Jan 30, 2024 | Financial Partners, Insights, Taxes

Tax preparation season is upon us, making it an ideal time to assess your relationships with the tax professionals currently in your corner. Here are some things to turn your tax time headaches into celebratory high-fives with the professional who best fits your...
Avoiding a Holiday Kerfuffle – The Do’s and Don’ts of Lending Money

Avoiding a Holiday Kerfuffle – The Do’s and Don’ts of Lending Money

by Nanette Duffey | Nov 15, 2021 | Insights, Loans

With the traditional holidays arriving, especially those when everyone is gathered together, it’s the season for friends and family to hit you up for money. We want to help you avoid becoming prey to the awkward conversation when anyone asks you for a loan, no...

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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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Email: Nanette@OrganizedInstincts.com

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