Springtime Paper-Organizing Timesavers

Karen Caccavo Doing Paperwork, Financial Organizing, Organize my finances, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Illustrates importance of the Owner's Manual for sharing important information with family members, executor and power of attorney

A Personal Owner’s Manual — When and Why

Karen Caccavo Doing Paperwork, Financial Organizing, Organize my finances, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

"Moose" refers to Robert Bly's description of himself

Our Memories are Not in Our Things — They are Inside of Us

Karen Caccavo decluttering, Financial Organizing, Life Lessons, Memorabilia, Possessions, Preserving Memories, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Cash donation jar

It’s Not Too Late to CARE(S)

Karen Caccavo Charitable giving, Financial Organizing, Organize my finances, Tax Organizing

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

The magic words: "please" and "thank you."

A Simple Thank You

Karen Caccavo Financial Organizing, Life Lessons, Organize my finances, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

An "Owner's Manual" can help you -- or family members -- navigate key contacts, household bills, and financial accounts.

Everyone Needs an Owner’s Manual: Here’s How to Get Started

Karen Caccavo Financial Organizing, Important Documents, Organize my finances, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Don't wait for inspiration to strike! Jump in, start the work, be ready, and see what happens.

Waiting for Inspiration?

Karen Caccavo Financial Organizing, Organize my finances, Working with Clients, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Hope for the Best

Hope for the Best, Plan for the Risk

Karen Caccavo Financial Organizing, Organize my finances, Working with Clients, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

To illustrate the tools to make a list.

Six Things I Learned in 2020

Karen Caccavo Financial Organizing, Life Lessons, Paperwork Organizing, Working with Clients

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Hear Personal Money Manager™ on the Taxgirl® Podcast

Karen Caccavo Life Lessons, Living Independently, Paperwork Organizing

As 2020 draws to a close (do I hear a cheer?), here’s something for those who, when it comes to paperwork organizing, would rather listen than read. I had the pleasure of appearing as a guest on the Taxgirl® podcast here.  (Shout out to a colleague and loyal newsletter reader who recommended me to Kelly Phillips Erb, aka Taxgirl® .) …