914.288.5229

845.634.0076

Personal Money Manager
Navigation
  • Home
  • About Us
    • Meet Karen
    • Meet Steve
  • Services
    • Our Services
    • Services for Trusted Advisors
    • Families and Caregivers
    • Services for Seniors
  • Testimonials
    • Testimonials
    • Client Stories
  • FAQ & Code of Ethics
    • FAQ
    • Code of Ethics
  • Blog
  • Contact
  • Home
  • About Us
    • Meet Karen
    • Meet Steve
  • Services
    • Our Services
    • Services for Trusted Advisors
    • Families and Caregivers
    • Services for Seniors
  • Testimonials
    • Testimonials
    • Client Stories
  • FAQ & Code of Ethics
    • FAQ
    • Code of Ethics
  • Blog
  • Contact

Post Archive by Month

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

Recent Posts

  • Six Things I Learned in 2020
  • Hear Personal Money Manager™ on the Taxgirl® Podcast
  • Full Faith & Confidence
  • Here’s the Scoop: Becoming a Financial Organizer
  • 6 Signs That You’re a Daily Money Manager

Archives

  • January 2021
  • December 2020
  • November 2020
  • September 2020
  • August 2020
  • July 2020
  • May 2020
  • April 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • June 2017
  • April 2017
  • February 2017

Categories

  • Books
  • Cognitive Decline
  • Credit Cards
  • Daily Money Managers
  • decluttering
  • desk organizing
  • Doing Paperwork
  • Financial Organizing
  • Getting organized
  • Home & Moving
  • Important Documents
  • Life Lessons
  • Living Independently
  • Memorabilia
  • On the lighter side
  • Organize my finances
  • Organizing Tips
  • Paperwork Organizing
  • Possessions
  • Preserving Memories
  • Productivity
  • Tax Organizing
  • Working with Clients
  • Working with Seniors

Contact Info

914.288.5229

845.634.0076

Recent Blog Posts

  • Six Things I Learned in 2020 January 31, 2021
  • Hear Personal Money Manager™ on the Taxgirl® Podcast December 8, 2020
  • Full Faith & Confidence November 15, 2020
  • Here’s the Scoop: Becoming a Financial Organizer September 27, 2020
  • 6 Signs That You’re a Daily Money Manager August 25, 2020

Code of Ethics

Printable Brochure

Back to Top
  • Home
  • About Us
  • Services
  • Testimonials
  • FAQ & Code of Ethics
  • Blog
  • Contact

SITE MANAGED BY WP MAINTENANCE PLAN

(c) 2018, Positive Employment Practices, Inc. All rights reserved. Personal Money ManagerSM is a division of Positive Employment Practices, Inc., a New York corporation founded in 1996.