An "Owner's Manual" can help you -- or family members -- navigate key contacts, household bills, and financial accounts.

Everyone Needs an Owner’s Manual: Here’s How to Get Started

Karen CaccavoFinancial Organizing, Important Documents, Organize my finances, Owner's Manual, Personal Owner's Manual, Working with Seniors

No two Personal Money Manager™ clients are alike.  But one thing they do have in common is that they each have an Owner’s Manual—though they didn’t have one before we met! What is an “Owner’s Manual” for a household? While some clients have an abundance of files and filing cabinets and many have lists in their heads, they all benefit …

Don't wait for inspiration to strike! Jump in, start the work, be ready, and see what happens.

Waiting for Inspiration?

Karen CaccavoFinancial Organizing, Organize my finances, Working with Clients, Working with Seniors

My writing inspiration this month comes from two different childhood sources.  One was Writers at Work, a book my Mom gave me with interviews with authors about their lives.  (Mom wanted me to become a writer, and I chose Personal Money Manager™ with a blog).  The other was a memorable sermon one Shabbat morning. They both had the same theme: …