From the Desk of Personal Money Manager^SM

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 April 19, 2019 Financial Organizing, Life Lessons, Paperwork Organizing, Working with Seniors

Can procrastination be good?

Want to Get More Things Done? Try Procrastinating!

Karen Caccavo March 31, 2019 Financial Organizing, Productivity

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 February 17, 2019 Doing Paperwork, Paperwork Organizing

Have fun

Happy Blondies Day!

Karen Caccavo January 20, 2019 On the lighter side

As a financial organizer, my objective is to bring more ease and order to my clients' lives.

Sometimes It’s the Little Things That Make a Difference

Karen Caccavo January 10, 2019 Daily Money Managers, Financial Organizing, Living Independently, Working with Seniors

Get organized with a few simple steps

Hit the Refresh Button

Karen Caccavo December 22, 2018 Life Lessons, Paperwork Organizing

You never know what adventures and opportunities await you.

Lessons From a New Kitten

Karen Caccavo November 29, 2018 Life Lessons, On the lighter side

With the aging population, you may find you are called in to help a senior with their personal financial life. If so, here are 3 essential tips….

3 Essential Tips for Working with the Seniors in Your Life

Karen Caccavo November 1, 2018 Paperwork Organizing, Working with Clients, Working with Seniors

Paper clutter grows like weeds

Getting into the Weeds With Your Paper Clutter

Karen Caccavo October 12, 2018 Paperwork Organizing

Financial paperwork is no laughing matter. People must get it done. But the best way to get it done is to have some fun doing it.

Financial Paperwork — Get it Done, With Belly Laughs

Karen Caccavo September 3, 2018 Getting organized, On the lighter side, Working with Clients

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