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 …

Daily Money Managers, Financial Organizers

Daily Money Managers: No Longer the Best-Kept Secret

Karen Caccavo Financial Organizing, Paperwork Organizing

Daily Money Managers (and the important financial organizing work they do with clients) are in the news! In case you missed it, here’s a short roundup of what’s being said about DMMs with links to the complete articles. In Consumer Reports (April 6, 2017) “When Your Elderly Parent Needs to Give Up Control of Her Finances, What Do You Say to …

Credit Cards, track spending, manage your credit card accounts, debit cards

5 Ways to be Credit Card Savvy

Karen Caccavo Credit Cards, Paperwork Organizing

Remember when credit cards were for travel, not grocery shopping? Recall the days before debit cards? We are all using plastic more than ever—for both large and small purchases. And, so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit cards breached in 2014. Last year, the number of U.S. data breaches tracked reached an all-time high …

Take Control of Your Desk! (Part 2)

Karen Caccavo Paperwork Organizing

Last time I shared some general ideas for organizing your desk: how to take a backhoe to the disaster area many call their paperwork “home.” Here, in Part 2, I want to dig down with ideas for the problem areas which might be getting in the way of being productive or denying you the satisfaction of having a clear workspace. …