Hear Personal Money Manager™ on the Taxgirl® Podcast

Karen CaccavoLife 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 CaccavoLife 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 …

Looking closely at vital documents

Document Vital Information

Karen CaccavoImportant 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 …

What worries keep seniors up at night? What "elephants in the room" remain unacknowledged?

Facing the Elephants in the Room

Karen CaccavoLiving Independently, Working with Seniors

What worries keep seniors up at night?  What “elephants in the room” remain unacknowledged? Many of these “elephants” exist for clients and their families.  Here are some of the concerns my senior clients have shared with me.  They may sound familiar: “I will start to slip and important things will fall through the cracks.” “l’ll be a burden on my …

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 CaccavoDaily Money Managers, Financial Organizing, Living Independently, Working with Seniors

As financial organizer / daily money manager, my objective is to bring more ease and order — to make a difference — in my clients’ lives. I achieve this in a variety of ways. Where do I start? I often start by tackling the big issues that are making life difficult for a client.  Erratic bill-paying? I create a system …

Staying independent and in control of one's life is a common desire as we age. How do *you* define independence?

Celebrating Independence Day — for Seniors

Karen CaccavoLiving Independently

Recently, my Personal Money ManagerSM workweek included discussions with three of our clients.  At ages 68, 78, and 92, each of those clients has differing degrees of health and capacity.  But for them and many other seniors, the issue of how to maintain independence in a way that meets both their needs and those of their families dominates the discussion. …