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 …

As a financial organizer, my objective is to bring more ease and order to my clients' lives.

Sometimes It’s the Little Things That Make a Difference

Karen Caccavo Daily Money Managers, Financial Organizing, Living Independently, Working with Seniors

As financial organizer / daily money manager, my objective is to bring more ease and order — to make a difference — in my clients’ lives. I achieve this in a variety of ways. I often start by tackling the big issues that are making life difficult for a client.  Erratic bill-paying? I create a system so bills are scrutinized …

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 …