Illustrates using ideas or inspirations as springboards for improvement

Twenty Ideas for 2020

Karen Caccavo decluttering, Financial Organizing, Paperwork Organizing

Whether or not you make New Year’s Resolutions, here is a list of fresh ideas (not resolutions!) to inspire you as we enter a new year and new decade. Feel free to pick and choose the ones that appeal to you and edit them to better fit where you are right now. Please let Personal Money ManagerSM know if you …

As a financial organizer, I keep both the big picture and the details in focus at all times. It's a balancing act.

The Big Picture and the Details

Karen Caccavo Daily Money Managers, Financial Organizing, Important Documents, Paperwork Organizing, Working with Clients

As a financial organizer / daily money manager, I keep both the big picture and the details in focus at all times.  It’s a balancing act that’s essential to doing the job well. In a typical month-end client visit, I and my client open and review the bank statement. Using this as a jumping-off point, here’s how I zoom in …

Organizing your papers may not at first seem scary. Other than a few cobwebs and dust bunnies, what’s the worst danger that can be hiding in the far corners of an attic or file cabinet? You may be surprised!

Does Danger Lurk in Your Paperwork?

Karen Caccavo Important Documents, Paperwork Organizing, Working with Clients

Organizing your papers may not at first seem scary.  Other than a few cobwebs and dust bunnies, what’s the worst  that can be hiding in the far corners of an attic or file cabinet? Does danger lurk in your paperwork? You may be surprised! In my work as a financial organizer / daily money manager, clients have shared with me …

keep vs. shred

Paperwork: Keep vs. Shred

Karen Caccavo Important Documents, Paperwork Organizing

The question I get most often as a financial organizer / daily money manager (Personal Money ManagerSM)  is “What do I need to keep and what do I need to shred?”  Sometimes, anxiety over this question stops clients in their tracks—they’re afraid to do anything with their papers for fear that they will part with the wrong ones. As with …

Practicing yoga and organizing your paperwork have a lot in common.

Yoga and Organizing: Making the Connection

Karen Caccavo desk organizing, Life Lessons, Paperwork Organizing

Readers of this blog know that I enjoy making connections between my work as a financial organizer / daily money manager and the other seeming disparate parts of my life—like “mommy” to a new kitten and keeper of a sourdough starter.  (For more, explore the “Life Lessons” category on my blog).  In this post, I explore the connection between yoga …

To minimize capital gains taxes on the sale of your house, you need to organize your paperwork.

After Selling Your Home, the Paperwork Begins

Karen Caccavo Home & Moving, Paperwork Organizing, Tax Organizing

You’ve sold your house, packed up, and the moving van is pulling out of the driveway – whew!  But the tax-related paperwork associated with selling your home has just begun. While it’s fresh in your mind, get a head start now on gathering the papers you’ll need for next year’s tax return.  No need to wait until April 15th! In …

Sometimes I have to trick myself into doing what needs to be done.

5 Productivity Tricks

Karen Caccavo Paperwork Organizing, Productivity

A client of Personal Money Manager recently told me, somewhat sheepishly:  “I have to confess.  Sometimes I have to trick myself into doing what needs to be done.” To which I responded: “No need to apologize! If it works, go for it!” In that spirit, here are some field-tested productivity tricks for “fooling” yourself into getting stuff done.  (Click here …

You may remember that I’ve written about what I learned from my new kitten. Rosie Mittens has grown up beautifully. Now I’d like to share some life lessons from another living thing in my house: my sourdough starter! These, too, inform both my personal life and my professional life as a financial organizer / daily money manager.

Paperwork Pointers from an Unexpected Source

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

You may remember that I’ve written about what I learned from my new kitten.  Rosie Mittens has grown up beautifully.  Now I’d like to share some paperwork pointers from another living thing in my house:  my sourdough starter!  This, too, informs both my personal life and my professional life as a financial organizer / daily money manager. Weekly fresh-baked bread …

You’ve resolved more than once to start doing paperwork on time. Each time, you begin with the best of intentions, but when you look at the piles of papers, you freeze. Can’t face doing paperwork? Here’s help.

Can’t Face Doing Paperwork? Here’s Help

Karen Caccavo Doing Paperwork, Paperwork Organizing

You’ve resolved more than once to start doing paperwork on time.  Each time, you begin with the best of intentions, but when you look at the piles of papers, you freeze.  Can’t face doing paperwork?  Here’s help. I’ve used the following “paperwork pointers” successfully with clients of Personal Money ManagerSM who faced the same challenge: There’s nothing like having the …

Get organized with a few simple steps

Hit the Refresh Button

Karen Caccavo Life Lessons, Paperwork Organizing

Making a New Year’s resolution?  Chances are it’s to get better organized.  So, as a financial organizer / daily money manager, how can I possibly ignore this topic? Here are my thoughts: Why pass up an opportunity to hit the “refresh” button?  Along with the first signs of spring, the first day of school, etc., a new year gives us hope …