770-975-2850 Nanette@OrganizedInstincts.com
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#Adulting – Putting on Your Grown-Up Glasses of Reality

#Adulting – Putting on Your Grown-Up Glasses of Reality

by Nanette Duffey | May 1, 2023 | Insights, Legal Documents

No matter your age, every adult, including yourself, needs to think about end-of-life planning. Far too often, men and women are left picking up the pieces after the unexpected death of their spouse in their 40’s and 50’s and are grieving while trying to make funeral...
Assurance – Secure It With an Annual Beneficiary Review

Assurance – Secure It With an Annual Beneficiary Review

by Nanette Duffey | Apr 25, 2022 | Insights

No matter your age, your profession, or your season of life, you’ll want to assess your list of beneficiaries. Relationships and circumstances change, and sometimes, so do your recipients. Here are everyday life events when you want to complete an annual beneficiary...
Discussing Finances with Partners or Roommates

Discussing Finances with Partners or Roommates

by Nanette Duffey | Sep 21, 2021 | Bill Paying + Banking, Insights

Sometimes, marriage isn’t in the cards for many who live together. Remarriage isn’t always an option due to financially motivated reasons. Often it can be less expensive to live with a roommate. Whether you have a romantic partner or a roommate, let’s take a look at...

Recent Posts

  • Max Your Rewards – Up Your Credit Card Game
  • Breaking a Mental Health Stigma – Write a PAD
  • Does Estate Planning Feel Like Jumping Off a Cliff?
  • 5 End-of-Life Care Professionals You Need to Know
  • #Adulting – Putting on Your Grown-Up Glasses of Reality
  • Hit the Books: Financial Education for College-Bound Seniors
  • Don’t Leave Valuable Benefits on the Table
  • Summit the Mountain – Secure Your Financial Footing

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About Us

Organized Instincts pays bills, organizes financial documents, and tracks spending for busy families, traveling professionals, and semi-retired couples.

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Insights

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

Contact Us

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

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