Below you'll find a list of all posts that have been categorized as “Paperwork Organizing”
In the early days of Personal Money Manager™, I had a wide variety of clients (before I discovered that older adults were my favorites). My roster included an entrepreneur who tapped me for both personal and business financial organizing tasks. One Saturday, working at her kitchen table, she asked me to put together an email to her soon-to-graduate daughter …
A lot of what I do at Personal Money Manager™ is literally showing up (putting eyes on it). I spend my days with my older adult clients and find that working with them side-by-side in their homes makes me a more effective financial organizer / daily money manager. I can see and act on clues that my clients and sometimes …
Paper-Organizing Resources I recently had the pleasure of teaching a one-session class with The Learning Collaborative. Thank you to the participants and the TLC organizers for welcoming me to the Zoom podium as an instructor over the last four years. It’s a great group! My topic was, as always, paper organizing. Fellow professional organizer, Andrea Bowser of Space Matters Home …
A chill in the air makes us want to bundle up. And not just with blankets and quilts (though I do love quilts!). Bundling is a simple technique to start adopting a new habit. At Personal Money Manager™ I’m often asked how to develop new routines and good organizing habits to avoid clutter build-up and the confusion it …
It’s a new year and so tempting to try new things. I’m with you! But sometimes, when it comes to paperwork organizing, we at Personal Money Manager™ find that the tried-and-true can be the way to get things done for our senior clients. Here are some examples: Three “Oldies but Goodies” to start the New Year; 1) …
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 ]
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® .) …
From reporter to financial organizer / daily money manager Before starting Personal Money Manager™ I learned two important lessons from an earlier career as a writer and reporter. First, shut up and listen! If I didn’t have the “who, what, when, where, and why” plus a few good quotes by interview’s end, I was sunk. No story, no scoop. Second lesson: …
I’m Karen R. Caccavo, and I’m a Daily Money Manager (also called a financial organizer). I woke up recently with an earworm that I couldn’t shake. What was the tune stuck in my head? Aha! It was the music on hold for E*Trade! After all, the day before, it was my soundtrack for 45 minutes while waiting for a live …
Are you disorganized? Have you considered investing in assistance from a financial organizer / daily money manager or another type of professional organizer? When weighing the cost of professional services, be sure to put into the equation the cost of NOT getting the help you need. Being disorganized costs you BIG. Surprise! Being disorganized carries a big price tag, in …