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 Caccavo Financial Organizing, Important Documents, Organize my finances, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

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

Waiting for Inspiration?

Karen Caccavo Financial Organizing, Organize my finances, Working with Clients, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]