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 …

With the aging population, you may find you are called in to help a senior with their personal financial life. If so, here are 3 essential tips….

3 Essential Tips for Working with the Seniors in Your Life

Karen Caccavo Paperwork Organizing, Working with Clients, Working with Seniors

I recently spoke to a local Rotary about my best tips, as an experienced financial organizer / daily money manager, for working effectively with seniors on their financial paperwork. Not everyone chooses, as I have, to make working with clients and their paperwork their career.  But, with the aging population, you may find that you are called in help a …

Paper clutter grows like weeds

Getting into the Weeds With Your Paper Clutter

Karen Caccavo Paperwork Organizing

“Clutter” is one of those words that gets tossed around (guilty as charged!); but what exactly is it? A gardening friend recently told me:  Do you know what a weed is?  It’s a plant you don’t like that’s growing where you don’t want it. As a financial organizer, I’ve transplanted this definition from the garden to the house. After all, …

Paper-organizing is a big challenge. Here are tips for overcoming five of these challenges.

5 Paper-Organizing Challenges … and How to Overcome Them

Karen Caccavo Paperwork Organizing

In my 10 years of financial organizing / daily money management, I have seen the good, the bad, and the ugly when it comes to people’s attempts at paper-organizing.   Here are the top paper-organizing challenges that have tripped up my clients, and the solutions I have shared with them and helped them implement: One of the first questions I ask …