From the Desk of Personal Money Manager^SM

Illustrates using ideas or inspirations as springboards for improvement

Twenty Ideas for 2020

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

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

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

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

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

keep vs. shred

Paperwork: Keep vs. Shred

Karen Caccavo July 21, 2019 Important Documents, Paperwork Organizing

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

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

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