A Perfect Match

Karen CaccavoDaily Money Managers, decluttering, Getting organized

As a professional organizer, I practice what I preach.  That means that between my work for and with clients of Personal Money Manager™, I am always looking for ways to streamline and declutter my own work and living spaces. I’ve lived in my house for 38 years.  And while I keep clutter within bounds, believe me when I say there …

What ARE the first signs of Spring -- tax documents arriving in the mail?

First Signs of Spring

Karen CaccavoDaily Money Managers, Organize my finances, Tax Organizing

It may seem early to be looking for signs of Spring . . .but Personal Money Manager™ has already made a siting: First at a client’s home, and later in my own mailbox–the first TY2024 tax documents have arrived! Maybe not as lovely as a crocus in bloom, the arrival of the first tax document has a special meaning for …

As with side dishes in a well-prepared meal, side letters can add a solution to loose ends not addressed in a well-crafted will.

Side Letters (Beyond the Will Part 2)

Karen CaccavoDaily Money Managers, Estate Planning, Possessions, Working with Seniors

Way back when (July 2022 to be exact), I wrote a blog / newsletter “Beyond the Will”.  I called it “Part 1”, knowing that there was a lot more to say than I could include there.  I planned to write a “Part II” including even more estate planning tasks that Personal Money Manager™ does with older adult clients.   For …