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Lessons From a New Kitten

Karen Caccavo Life Lessons

There is nothing like a new kitten to lighten things up and provoke a smile or two.  That’s what I found when my family adopted Rosie Mittens two years ago.  And since I have a home office, the furry bundle of joy follows me into my financial organizing workplace.  Little did I know that her most endearing characteristics could be …

With the aging population, you may find you are called in to help a senior with their personal financial life. If so, here are 3 essential tips….

3 Essential Tips for Working with the Seniors in Your Life

Karen Caccavo Paperwork Organizing, Working with Clients, Working with Seniors

I recently spoke to a local Rotary about my best tips, as an experienced financial organizer / daily money manager, for working effectively with seniors on their financial paperwork. Not everyone chooses, as I have, to make working with clients and their paperwork their career.  But, with the aging population, you may find that you are called in help a …