After sorting and filing with my financial organizing clients, a few irreplaceable items often emerge that need special handling. The solution: a fire-resistent, waterproff locked box at home or ... a bank safe deposit box.

The Ins and Outs of a Safe Deposit Box

Karen Caccavo Important Documents

After sorting, shredding and filing with my financial organizing / daily money management clients, a few irreplaceable items often emerge that need special handling.  The solution: A fire-resistant, waterproof locked box at home or  . . . a bank safe deposit box. Sometimes a client already has a bank safe deposit box.  It’s a question I always ask.  Because if …

Are there any bank accounts you've forgotten about? Any checks you never cashed? Check with your state's Unclaimed Funds -- you might be surprised.

Billions in Unclaimed Funds: is any of it Yours?

Karen Caccavo Financial Organizing, Organize my finances

Here’s my best unclaimed funds experience as a financial organizer.  It was not an unusual first visit with a client who had contacted me to help manage her paperwork. What was unusual was the very first envelope I picked up from the pile of unopened mail.  Inside was a letter from a bank saying that if they didn’t hear from …