Illustrates importance of the Owner's Manual for sharing important information with family members, executor and power of attorney

A Personal Owner’s Manual — When and Why

Karen CaccavoDoing Paperwork, Financial Organizing, Organize my finances, Owner's Manual, Personal Owner's Manual, Working with Seniors

What is an “Owner’s Manual” for a household? A few months ago, I wrote here about creating an Owners Manual with essential contacts, financial, and household information in one easy-to-access place.  So what do I mean by an Owner’s Manual?  Start by reading that short blog post. I create custom Owner’s Manuals for clients (and keep them up-to-date).  But whether …

An "Owner's Manual" can help you -- or family members -- navigate key contacts, household bills, and financial accounts.

Everyone Needs an Owner’s Manual: Here’s How to Get Started

Karen CaccavoFinancial Organizing, Important Documents, Organize my finances, Owner's Manual, Personal Owner's Manual, Working with Seniors

No two Personal Money Manager™ clients are alike.  But one thing they do have in common is that they each have an Owner’s Manual—though they didn’t have one before we met! What is an “Owner’s Manual” for a household? While some clients have an abundance of files and filing cabinets and many have lists in their heads, they all benefit …