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Rejoice, Your Estate Plan is Complete – Or Is It?

Rejoice, Your Estate Plan is Complete – Or Is It?

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...
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...

Recent Posts

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  • Lending to Loved Ones Without Losing Sleep
  • The Wealthy Wake-Up Call: Is Bad Credit Calling You?
  • Logged Out for Good? Why RUFADAA Matters for Your Digital Legacy
  • Grave Advice: What Older Wealthy Generations Wish Everyone Knew
  • Legacy and Literacy: From Back in the Day to Modern Day

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

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