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 …

April 15th is the Usual Tax Return Deadline -- but not in 2020!

Tax Time Lessons Learned

Karen Caccavo Organize my finances, Tax Organizing

In the middle of tax time in 2020 — my 13th tax season as a financial organizer / daily money manager — I find that working with a client to organize their tax documents and information can provide a great learning experience for both of us.* “Tax time?” you ask.  “Hasn’t that been put on hold?’  Yes, but while July …

Are there any bank accounts you've forgotten about? Any checks you never cashed? Check with your state's Unclaimed Funds -- you might be surprised.

Billions in Unclaimed Funds: is any of it Yours?

Karen Caccavo Financial Organizing, Organize my finances

Here’s my best unclaimed funds experience as a financial organizer.  It was not an unusual first visit with a client who had contacted me to help manage her paperwork. What was unusual was the very first envelope I picked up from the pile of unopened mail.  Inside was a letter from a bank saying that if they didn’t hear from …