6 Signs That You're a Daily Money Manager

6 Signs That You’re a Daily Money Manager

Karen Caccavo Daily Money Managers, Paperwork Organizing

I’m Karen R. Caccavo, and I’m a Daily Money Manager (also called a financial organizer).  I woke up recently with an earworm that I couldn’t shake.  What was the tune stuck in my head?  Aha!  It was the music on hold for E*Trade!  After all, the day before, it was my soundtrack for 45 minutes while waiting for a live …

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 …

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 …

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 …

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. …