Below you'll see everything we could locate for your search of “Daily Money Manager”
When it comes to my profession–daily money manager–there are several myths* (or, rather, myth-conceptions) ripe for busting. Unfortunately, these misunderstandings sometimes confuse colleagues, clients, and their families. And might stand in the way of their reaching out for assistance from a daily money manager. Let’s set the record straight on 4 misconceptions I encounter: 1) DMMs are money managers. The …
I’m Karen R. Caccavo, and I’m a Daily Money Manager (also called a financial organizer). I woke up recently with an earworm that I couldn’t shake. What was the tune stuck in my head? Aha! It was the music on hold for E*Trade! After all, the day before, it was my soundtrack for 45 minutes while waiting for a live …
Late payment notices, overdraft fees, missed deadlines, confusing medical bills–you don’t have to be a senior to encounter these unwelcome surprises in your mailbox. While keeping up with paperwork is something people of all ages must do, it can be especially overwhelming for seniors and the disabled. A trusted family member or friend can help, but people often do not …
Daily Money Managers (and the important financial organizing work they do with clients) are in the news! In case you missed it, here’s a short roundup of what’s being said about DMMs with links to the complete articles. Last June, The Wall Street Journal quoted Personal Money ManagerSM in “When Aging Parents Need Help With Financial Tasks.” That article states: Daily …
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 ]
Envision an Organized Financial LifeEnvision an Organized Financial LifeServing Westchester County, Rockland County , Northern New Jersey, and Manhattan since 2008Trusted Advisors”I have clients who need on-going help getting organized.” LEARN MOREFamilies and Caregivers”I don’t want to worry if dad’s paying his bills.” LEARN MORESeniors”There’s more to life than doing paperwork!” LEARN MOREWelcome to Personal Money ManagerTMMaybe you were searching …
If stuff comes into your house or office, or . . . anywhere, it also needs a way to get out. It’s a rule of nature. When things flow in but don’t flow out, clutter results. It makes sense. But it’s an challenge that I find clients have not considered or solved for themselves. Clutter can happen anywhere. And it …
There’s something about getting to April 15 that makes us feel like runners bursting through the ribbon at the finish line. As a non-runner, I can only imagine that thrill. All victories — big or small –are always worth celebrating. What’s different at Personal Money Manager™ is that the work we do to get to the end …
Ten years ago, and six years into Personal Money Manager™, I put pen to paper, starting a blog and a newsletter, “Notes for Trusted Advisors.” Creating content. Truthfully, I had been resistant to having a business newsletter, even a blog, From the Desk of Personal Money Manager™. You see, my first job out of college and at several …
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 …