Illustrates using ideas or inspirations as springboards for improvement

Twenty Ideas for 2020

Karen Caccavo decluttering, Financial Organizing, Paperwork Organizing

Whether or not you make New Year’s Resolutions, here is a list of fresh ideas (not resolutions!) to inspire you as we enter a new year and new decade. Feel free to pick and choose the ones that appeal to you and edit them to better fit where you are right now. Please let Personal Money ManagerSM know if you …

As a financial organizer, I keep both the big picture and the details in focus at all times. It's a balancing act.

The Big Picture and the Details

Karen Caccavo Daily Money Managers, Financial Organizing, Important Documents, Paperwork Organizing, Working with Clients

As a financial organizer / daily money manager, I keep both the big picture and the details in focus at all times.  It’s a balancing act that’s essential to doing the job well. In a typical month-end client visit, I and my client open and review the bank statement. Using this as a jumping-off point, here’s how I zoom in …