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Opening the Door to Conversation: Talking Finances with Older Adults

Opening the Door to Conversation: Talking Finances with Older Adults

by Nanette Duffey | Jul 12, 2022 | Insights

It’s the open-door conversation no one really wants to have—discussing important financial decisions with the older generation. Yet plans need to be made and issues need to be brought to light with regards to important documents, having emergency contacts in place,...
Where There’s a Will There’s a Way – End of Life Planning

Where There’s a Will There’s a Way – End of Life Planning

by Nanette Duffey | May 2, 2022 | Insights, Legal Documents

It doesn’t matter if you’re young or old, the reality is that we all die. Preparing yourself and your family for the inevitable is best done sooner rather than later. Three of the best things you can do is get a Will, get a power of attorney, and get an advanced...

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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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  • Max Your Rewards – Up Your Credit Card Game
  • Breaking a Mental Health Stigma – Write a PAD

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Email: Nanette@OrganizedInstincts.com

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