To illustrate the tools to make a list.

Six Things I Learned in 2020

Karen Caccavo Financial Organizing, Life Lessons, Paperwork Organizing, Working with Clients

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Hear Personal Money Manager™ on the Taxgirl® Podcast

Karen Caccavo Life Lessons, Living Independently, Paperwork Organizing

As 2020 draws to a close (do I hear a cheer?), here’s something for those who, when it comes to paperwork organizing, would rather listen than read. I had the pleasure of appearing as a guest on the Taxgirl® podcast here.  (Shout out to a colleague and loyal newsletter reader who recommended me to Kelly Phillips Erb, aka Taxgirl® .) …

full faith & confidence

Full Faith & Confidence

Karen Caccavo Life Lessons, Living Independently

I lost my mom in 2013, though the Alzheimer’s that gradually took her away makes it seem like several years before that. Remembering Mom Spending time with my grown daughters recently, I asked them if they had any “lessons learned” from their grandmother, my Mom. Stories emerged, from her amazing matzoh ball soup to her zany ways of seeing things …