Looking closely at vital documents

Document Vital Information

Karen Caccavo Important Documents, Living Independently, Organize my finances

I’m a financial organizer / daily money manager.  I help clients manage their financial paperwork.  In my previous career as an insurance broker, I learned the importance of documenting client needs and information, and I use that experience in my work with senior clients. Now more than ever my senior clients need the support of another set of eyes or …

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 Daily Money Managers, Financial Organizing, Important Documents, Paperwork Organizing, Working with Clients

As a financial organizer / daily money manager, I keep both the big picture and the details in focus at all times.  It’s a balancing act that’s essential to doing the job well. In a typical month-end client visit, I and my client open and review the bank statement. Using this as a jumping-off point, here’s how I zoom in …

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 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  that can be hiding in the far corners of an attic or file cabinet? Does danger lurk in your paperwork? You may be surprised! In my work as a financial organizer / daily money manager, clients have shared with me …

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 …

After sorting and filing with my financial organizing clients, a few irreplaceable items often emerge that need special handling. The solution: a fire-resistent, waterproff locked box at home or ... a bank safe deposit box.

The Ins and Outs of a Safe Deposit Box

Karen Caccavo Important Documents

After sorting, shredding and filing with my financial organizing / daily money management clients, a few irreplaceable items often emerge that need special handling.  The solution: A fire-resistant, waterproof locked box at home or  . . . a bank safe deposit box. Sometimes a client already has a bank safe deposit box.  It’s a question I always ask.  Because if …

Seeking Life’s Important Papers (Not the Ones You Might Think)

Karen Caccavo Important Documents, Working with Clients

A fellow professional organizer brought me in to locate a client’s important papers during a whole-house packing and moving project. The client had bolted across the country (that’s the only way to explain the dirty dishes left in the sink) for a lucrative new position.  He was climbing the ladder in the financial industry at a speed that left him …