To illustrate the tools to make a list.

Six Things I Learned in 2020

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

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 ]

To illustrate a reporter's "scoop"

Here’s the Scoop: Becoming a Financial Organizer

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

From reporter to financial organizer 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:  Always be curious and eager to learn. Two …