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 …