From the Desk of Personal Money Manager^SM

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

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

5 Productivity Tricks

Karen Caccavo May 27, 2019 Paperwork Organizing, Productivity

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

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