Should I stay or should I move

How to Decide: Should I Stay or Should I Move?

Karen Caccavo Home & Moving

Now that we have survived another Northeast winter, many of my senior clients are wondering, “Should I stay or should I move?”  They often ask me for my input as their trusted advisor (daily money manager/ financial organizer). Here are some ideas I share with people going through this decision-making process.  If you are a senior contemplating whether or not …

What I do as a financial organizer

My First 100 Days as Your Financial Organizer

Karen Caccavo Financial Organizing, Working with Clients

I’m often asked what I do as a financial organizer / daily money manager.  (Understand, first, that I am not a financial planner or advisor; I don’t work with your investments.)  So what should you or a family member of yours expect from working with me?  What is my role? In short:  to gain, or re-gain, control of their financial …

I have too many books. What should I do?

“What Should I Do With All The Books?”

Karen Caccavo Books, decluttering, Financial Organizing

I grew up in a home full of books.  My parents —  avid collectors — took us to book fairs the way other kids are taken to the zoo. But my real education in the book world occurred when my mother moved into assisted living and eventually passed away, leaving thousands of books behind.  I was left to figure out …