Looking closely at vital documents

Document Vital Information

Karen Caccavo Important Documents, Living Independently, Organize my finances

I’m a financial organizer / daily money manager.  I help clients manage their financial paperwork.  In my previous career as an insurance broker, I learned the importance of documenting client needs and information, and I use that experience in my work with senior clients. Now more than ever my senior clients need the support of another set of eyes or …

Assistance from a daily money manager can help seniors remain independent as they age.

What is a Daily Money Manager … and Why You Need to Know!

Karen Caccavo Daily Money Managers, Financial Organizing

Late payment notices, overdraft fees, missed deadlines, confusing medical bills–you don’t have to be a senior to encounter these unwelcome surprises in your mailbox.  While keeping up with paperwork is something people of all ages must do, it can be especially overwhelming for seniors and the disabled.  A trusted family member or friend can help, but people often do not …

Daily Money Managers, Financial Organizers

Daily Money Managers: No Longer the Best-Kept Secret

Karen Caccavo Daily Money Managers, Financial Organizing, Paperwork Organizing

Daily Money Managers (and the important financial organizing work they do with clients) are in the news! In case you missed it, here’s a short roundup of what’s being said about DMMs with links to the complete articles. In Consumer Reports (April 6, 2017) “When Your Elderly Parent Needs to Give Up Control of Her Finances, What Do You Say to …