With the aging population, you may find you are called in to help a senior with their personal financial life. If so, here are 3 essential tips….

3 Essential Tips for Working with the Seniors in Your Life

Karen Caccavo Paperwork Organizing, Working with Clients, Working with Seniors

I recently spoke to a local Rotary about my best tips, as an experienced financial organizer / daily money manager, for working effectively with seniors on their financial paperwork. Not everyone chooses, as I have, to make working with clients and their paperwork their career.  But, with the aging population, you may find that you are called in help a …

Seeking Life’s Important Papers (Not the Ones You Might Think)

Karen Caccavo Important Documents, Working with Clients

A fellow professional organizer brought me in to locate a client’s important papers during a whole-house packing and moving project. The client had bolted across the country (that’s the only way to explain the dirty dishes left in the sink) for a lucrative new position.  He was climbing the ladder in the financial industry at a speed that left him …

Daily Money Managers, Financial Organizers

Daily Money Managers: No Longer the Best-Kept Secret

Karen Caccavo 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 …