Looking closely at vital documents

Document Vital Information

Karen Caccavo Important Documents, Living Independently, Organize my finances

I’m a financial organizer / daily money manager.  I help clients manage their financial paperwork.  In my previous career as an insurance broker, I learned the importance of documenting client needs and information, and I use that experience in my work with senior clients. Now more than ever my senior clients need the support of another set of eyes or …

Staying independent and in control of one's life is a common desire as we age. How do *you* define independence?

Celebrating Independence Day — for Seniors

Karen Caccavo Living Independently

Recently, my Personal Money ManagerSM workweek included discussions with three of our clients.  At ages 68, 78, and 92, each of those clients has differing degrees of health and capacity.  But for them and many other seniors, the issue of how to maintain independence in a way that meets both their needs and those of their families dominates the discussion. …