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Below you'll find a list of all posts from December, 2019

As a financial organizer, I keep both the big picture and the details in focus at all times. It's a balancing act.

The Big Picture and the Details

Karen Caccavo December 21, 2019 Daily Money Managers, Financial Organizing, Important Documents, Paperwork Organizing, Working with Clients

bank statementsfinancial organizergetting organizedorganize my papers

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  • Everyone Needs an Owner’s Manual: Here’s How to Get Started
  • Waiting for Inspiration?
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Recent Blog Posts

  • Everyone Needs an Owner’s Manual: Here’s How to Get Started September 22, 2021
  • Waiting for Inspiration? September 15, 2021
  • Hope for the Best, Plan for the Risk August 3, 2021
  • Walking in Our Clients’ Shoes July 4, 2021
  • Dad’s Clutter Game: How to Get Rid of Stuff May 30, 2021

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