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DMM Superhero Stories Vol. 3: Clyde and the Cutting-Edge Career

DMM Superhero Stories Vol. 3: Clyde and the Cutting-Edge Career

by Nanette Duffey | Mar 27, 2023 | Insights, Insurance, Technology

Based on actual events. Details have been changed or combined to protect privacy. Clyde is a serial inventor and visionary who has leveraged his decades-long experience and multiple degrees into a profitable and expansive career. Clyde spends his days researching and...
Crack the Case: Conquer the Mystery of Tax Refunds & Payments

Crack the Case: Conquer the Mystery of Tax Refunds & Payments

by Nanette Duffey | Mar 20, 2023 | Insights, Taxes

Do you feel that with each approaching tax deadline, you are playing the starring role in the latest science fiction flick—one where the main character wakes to a recurring nightmare? Just filing your tax return seems like an ordeal, but then you receive news that...
DMM Superhero Stories Vol. 2: Frankie, Barb, and the Rental Renovation

DMM Superhero Stories Vol. 2: Frankie, Barb, and the Rental Renovation

by Nanette Duffey | Mar 13, 2023 | Insights, Taxes

Based on true events. Details have been changed or combined to protect privacy. As regular visitors to vacation destinations, savvy investors gain a first-hand understanding of the local rental market—including rental rates and purchase price, plus identifying all the...
Get Your Financial Ducks in a Row: Hire a DMM + CPA

Get Your Financial Ducks in a Row: Hire a DMM + CPA

by Nanette Duffey | Feb 13, 2023 | Financial Partners, Insights, Taxes

Who can move mountains of papers with just the push of a button? Who enjoys opening those perforated, tear-apart tax mailers? Who thinks a blank tax planner is like going on a giant scavenger hunt? These are just some of the many talents and skills that allow a...
Solicitation Agitation: Choose Your Charities Wisely

Solicitation Agitation: Choose Your Charities Wisely

by Nanette Duffey | Dec 19, 2022 | Giving, Insights

Not too long ago, we helped you find ways to opt out of annoying junk mail. But did you know your favorite charities can annoy you with a deluge of mail as well? Whether by email or postal mail, many organizations send donation reminders, address labels, and even...
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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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