Getting started early learning the basics of working with papers

Back to (Paper Organizing) Basics

Karen CaccavoGetting organized, paper organizing, Working with Clients, Working with Seniors

It’s that time of year.  Back to school for the kids and back to organizing basics for us grown-ups! Much of what I do as a financial organizer / daily money manager with or for senior clients is what I call “basics.”  Some are tasks they could do themselves IF they had the time, interest, attention, or bandwidth.  But that …