What worries keep seniors up at night? What "elephants in the room" remain unacknowledged?

Facing the Elephants in the Room

Karen Caccavo Living Independently, Working with Seniors

What worries keep seniors up at night?  What “elephants in the room” remain unacknowledged? Many of these “elephants” exist for clients and their families.  Here are some of the concerns my senior clients have shared with me.  They may sound familiar: And the list of spoken and unspoken fears goes on . . . As an financial organizer / daily …

Bring that back-to-school energy to your financial organizing

Bring that Back-to-School Energy to Your Financial Organizing

Karen Caccavo Financial Organizing, Organizing Tips

Feel the energy and anticipation of the back-to-school season?  After a long lazy summer, change is in the air!  (And regular readers know that I enjoy any excuse to “hit the refresh button” when it comes to my specialty, financial organizing / daily money management).  So what is it about autumn back-to-school time that can inspire your financial organizing?  Here …

Is your junk drawer a mess that needs to be organized, or a safe haven where you can find items that your think are lost?

Your Junk Drawer: 2 Perspectives

Karen Caccavo decluttering, Organizing Tips

I launched Personal Money Manager in 2008 with a presentation about organizing.  If you live in New York’s Hudson Valley, you might have heard it!  I used the proverbial junk drawer as my model for sharing organizing tips.  But read on. Everyone knows what it is and probably has one (or more).  Organizing it is a small, quick, do-able organizing …

keep vs. shred

Paperwork: Keep vs. Shred

Karen Caccavo Important Documents, Paperwork Organizing

The question I get most often as a financial organizer / daily money manager (Personal Money ManagerSM)  is “What do I need to keep and what do I need to shred?”  Sometimes, anxiety over this question stops clients in their tracks—they’re afraid to do anything with their papers for fear that they will part with the wrong ones. As with …

Practicing yoga and organizing your paperwork have a lot in common.

Yoga and Organizing: Making the Connection

Karen Caccavo desk organizing, Life Lessons, Paperwork Organizing

Readers of this blog know that I enjoy making connections between my work as a financial organizer / daily money manager and the other seeming disparate parts of my life—like “mommy” to a new kitten and keeper of a sourdough starter.  (For more, explore the “Life Lessons” category on my blog).  In this post, I explore the connection between yoga …

To minimize capital gains taxes on the sale of your house, you need to organize your paperwork.

After Selling Your Home, the Paperwork Begins

Karen Caccavo Home & Moving, Paperwork Organizing, Tax Organizing

You’ve sold your house, packed up, and the moving van is pulling out of the driveway – whew!  But the tax-related paperwork associated with selling your home has just begun. While it’s fresh in your mind, get a head start now on gathering the papers you’ll need for next year’s tax return.  No need to wait until April 15th! In …

Sometimes I have to trick myself into doing what needs to be done.

5 Productivity Tricks

Karen Caccavo Paperwork Organizing, Productivity

A client of Personal Money Manager recently told me, somewhat sheepishly:  “I have to confess.  Sometimes I have to trick myself into doing what needs to be done.” To which I responded: “No need to apologize! If it works, go for it!” In that spirit, here are some field-tested productivity tricks for “fooling” yourself into getting stuff done.  (Click here …

You may remember that I’ve written about what I learned from my new kitten. Rosie Mittens has grown up beautifully. Now I’d like to share some life lessons from another living thing in my house: my sourdough starter! These, too, inform both my personal life and my professional life as a financial organizer / daily money manager.

Paperwork Pointers from an Unexpected Source

Karen Caccavo Financial Organizing, Life Lessons, Paperwork Organizing, Working with Seniors

You may remember that I’ve written about what I learned from my new kitten.  Rosie Mittens has grown up beautifully.  Now I’d like to share some paperwork pointers from another living thing in my house:  my sourdough starter!  This, too, informs both my personal life and my professional life as a financial organizer / daily money manager. Weekly fresh-baked bread …

Can procrastination be good?

Want to Get More Things Done? Try Procrastinating!

Karen Caccavo Financial Organizing, Productivity

Can procrastination be good?  An article by Adam Grant in The New York Times asserted that when facing creative challenges, procrastinating can actually yield better results.  To illustrate, the writer tells of almost finishing an article but putting it aside.  Then, before submitting it, he found new inspiration and ending up submitting a more interesting piece. Surprise!  Procrastination is a …

You’ve resolved more than once to start doing paperwork on time. Each time, you begin with the best of intentions, but when you look at the piles of papers, you freeze. Can’t face doing paperwork? Here’s help.

Can’t Face Doing Paperwork? Here’s Help

Karen Caccavo Doing Paperwork, Paperwork Organizing

You’ve resolved more than once to start doing paperwork on time.  Each time, you begin with the best of intentions, but when you look at the piles of papers, you freeze.  Can’t face doing paperwork?  Here’s help. I’ve used the following “paperwork pointers” successfully with clients of Personal Money ManagerSM who faced the same challenge: There’s nothing like having the …