6 Signs That You're a Daily Money Manager

6 Signs That You’re a Daily Money Manager

Karen CaccavoDaily 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 CaccavoDaily 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. Where do I start? I often start by tackling the big issues that are making life difficult for a client.  Erratic bill-paying? I create a system …

Get organized with a few simple steps

Hit the Refresh Button

Karen CaccavoLife 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 CaccavoPaperwork 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: No “landing strip” for your mail. One …

Take Control of Your Desk! (Part 2)

Karen CaccavoPaperwork 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. …

Take Control of Your Desk! (Part 1)

Karen CaccavoPaperwork Organizing

If this is the year you are going to take control of your desk, I’m here to tell you it’s not too late. There is plenty of time to clear your desk and learn new habits to keep it that way. Here’s a plan to try: First, set up four or five bins. Buy cardboard sorting trays or use receptacles …