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Category Archive

Below you'll find a list of all posts that have been categorized as “Working with Seniors”

Is there such a thing as TOO organized?

Can You Be TOO Organized?

Karen Caccavo July 5, 2020 Paperwork Organizing, Working with Seniors

“Too organized?” I don’t hear it often from clients or prospective clients who reach out to Personal Money Manager™.  But occasionally over the last 12 years I’ve heard:  “Maybe I’m too organized.”  This stops me in my tracks.  After all, if someone is TOO organized why would they be calling me for professional organizing assistance? Clearly, “too organized” (if there …

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organize my papersorganizing strategiespaperwork organizing
What worries keep seniors up at night? What "elephants in the room" remain unacknowledged?

Facing the Elephants in the Room

Karen Caccavo October 11, 2019 Living Independently, Working with Seniors

burden on my familyconcernscounselingunspoken concernsunspoken issuesworries about the future
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 April 19, 2019 Financial Organizing, Life Lessons, Paperwork Organizing, Working with Seniors

financial organizerpaperwork organizingpaperwork solutions
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 January 10, 2019 Daily Money Managers, Financial Organizing, Living Independently, Working with Seniors

bill-payingclear my deskdeclutteringfinancial organizergetting organizedhit the refresh buttonNew Year's resolutions
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 November 1, 2018 Paperwork Organizing, Working with Clients, Working with Seniors

financial organizerhelp seniors with bill-paying

Recent Posts

  • Six Things I Learned in 2020
  • Hear Personal Money Manager™ on the Taxgirl® Podcast
  • Full Faith & Confidence
  • Here’s the Scoop: Becoming a Financial Organizer
  • 6 Signs That You’re a Daily Money Manager

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Contact Info

914.288.5229

845.634.0076

Recent Blog Posts

  • Six Things I Learned in 2020 January 31, 2021
  • Hear Personal Money Manager™ on the Taxgirl® Podcast December 8, 2020
  • Full Faith & Confidence November 15, 2020
  • Here’s the Scoop: Becoming a Financial Organizer September 27, 2020
  • 6 Signs That You’re a Daily Money Manager August 25, 2020

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