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 …