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From the Desk of Personal Money ManagerSM

Illustrates using ideas or inspirations as springboards for improvement

Twenty Ideas for 2020

Karen Caccavo January 21, 2020 decluttering, Financial Organizing, Paperwork Organizing

financial organizergetting organizedIdeasorganize my paperspaperwork organizing
As a financial organizer, I keep both the big picture and the details in focus at all times. It's a balancing act.

The Big Picture and the Details

Karen Caccavo December 21, 2019 Daily Money Managers, Financial Organizing, Important Documents, Paperwork Organizing, Working with Clients

bank statementsfinancial organizergetting organizedorganize my papers
Organizing your papers may not at first seem scary. Other than a few cobwebs and dust bunnies, what’s the worst danger that can be hiding in the far corners of an attic or file cabinet? You may be surprised!

Does Danger Lurk in Your Paperwork?

Karen Caccavo November 11, 2019 Important Documents, Paperwork Organizing, Working with Clients

financial organizerorganizing failuresorganizing your paperspaperwork solutionspaperwork-relatedwhat to shred
What worries keep seniors up at night? What "elephants in the room" remain unacknowledged?

Facing the Elephants in the Room

Karen Caccavo October 11, 2019 Living Independently, Working with Seniors

burden on my familyconcernscounselingunspoken concernsunspoken issuesworries about the future
Bring that back-to-school energy to your financial organizing

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

Karen Caccavo September 8, 2019 Financial Organizing, Organizing Tips

organize my paperworkorganizing strategiespaperwork organizing
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 August 11, 2019 decluttering, Organizing Tips

declutteringorganize my stufforganizing strategies
keep vs. shred

Paperwork: Keep vs. Shred

Karen Caccavo July 21, 2019 Important Documents, Paperwork Organizing

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

Yoga and Organizing: Making the Connection

Karen Caccavo June 26, 2019 desk organizing, Life Lessons, Paperwork Organizing

increase my productivitypaperwork solutionsproductivity tricks
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 June 15, 2019 Home & Moving, Paperwork Organizing, Tax Organizing

increase my productivitypaperwork solutionsproductivity tricks
Sometimes I have to trick myself into doing what needs to be done.

5 Productivity Tricks

Karen Caccavo May 27, 2019 Paperwork Organizing, Productivity

increase my productivitypaperwork solutionsproductivity tricks
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Recent Posts

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  • A Personal Owner’s Manual — When and Why
  • Our Memories are Not in Our Things — They are Inside of Us
  • It’s Not Too Late to CARE(S)
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Contact Info

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Recent Blog Posts

  • Springtime Paper-Organizing Timesavers April 12, 2022
  • A Personal Owner’s Manual — When and Why March 2, 2022
  • Our Memories are Not in Our Things — They are Inside of Us January 30, 2022
  • It’s Not Too Late to CARE(S) December 14, 2021
  • A Simple Thank You November 29, 2021

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