914.288.5229

845.634.0076

Personal Money Manager
Navigation
  • Home
  • About Us
    • Meet Karen
    • Meet Steve
  • Services
    • Our Services
    • Services for Trusted Advisors
    • Families and Caregivers
    • Services for Seniors
  • Testimonials
    • Testimonials
    • Client Stories
  • FAQ & Code of Ethics
    • FAQ
    • Code of Ethics
  • Blog
  • Contact
  • Home
  • About Us
    • Meet Karen
    • Meet Steve
  • Services
    • Our Services
    • Services for Trusted Advisors
    • Families and Caregivers
    • Services for Seniors
  • Testimonials
    • Testimonials
    • Client Stories
  • FAQ & Code of Ethics
    • FAQ
    • Code of Ethics
  • Blog
  • Contact

Tag Archive

Below you'll find a list of all posts that have been tagged as “keeping up with paperwork”

What I do as a financial organizer

My First 100 Days as Your Financial Organizer

Karen Caccavo April 16, 2018 Financial Organizing, Working with Clients

financial paperworkkeeping up with paperworkorganize my desk
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 March 13, 2018 Daily Money Managers, Financial Organizing

Daily Money Managerfinancial organizerkeeping up with paperwork

Recent Posts

  • Six Things I Learned in 2020
  • Hear Personal Money Manager™ on the Taxgirl® Podcast
  • Full Faith & Confidence
  • Here’s the Scoop: Becoming a Financial Organizer
  • 6 Signs That You’re a Daily Money Manager

Archives

  • January 2021
  • December 2020
  • November 2020
  • September 2020
  • August 2020
  • July 2020
  • May 2020
  • April 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • June 2017
  • April 2017
  • February 2017

Categories

  • Books
  • Cognitive Decline
  • Credit Cards
  • Daily Money Managers
  • decluttering
  • desk organizing
  • Doing Paperwork
  • Financial Organizing
  • Getting organized
  • Home & Moving
  • Important Documents
  • Life Lessons
  • Living Independently
  • Memorabilia
  • On the lighter side
  • Organize my finances
  • Organizing Tips
  • Paperwork Organizing
  • Possessions
  • Preserving Memories
  • Productivity
  • Tax Organizing
  • Working with Clients
  • Working with Seniors

Contact Info

914.288.5229

845.634.0076

Recent Blog Posts

  • Six Things I Learned in 2020 January 31, 2021
  • Hear Personal Money Manager™ on the Taxgirl® Podcast December 8, 2020
  • Full Faith & Confidence November 15, 2020
  • Here’s the Scoop: Becoming a Financial Organizer September 27, 2020
  • 6 Signs That You’re a Daily Money Manager August 25, 2020

Code of Ethics

Printable Brochure

Back to Top
  • Home
  • About Us
  • Services
  • Testimonials
  • FAQ & Code of Ethics
  • Blog
  • Contact

SITE MANAGED BY WP MAINTENANCE PLAN

(c) 2018, Positive Employment Practices, Inc. All rights reserved. Personal Money ManagerSM is a division of Positive Employment Practices, Inc., a New York corporation founded in 1996.