To illustrate the tools to make a list.

Six Things I Learned in 2020

Karen Caccavo Financial Organizing, Life Lessons, Paperwork Organizing, Working with Clients

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

6 Signs That You're a Daily Money Manager

6 Signs That You’re a Daily Money Manager

Karen Caccavo Daily Money Managers, Paperwork Organizing

I’m Karen R. Caccavo, and I’m a Daily Money Manager (also called a financial organizer).  I woke up recently with an earworm that I couldn’t shake.  What was the tune stuck in my head?  Aha!  It was the music on hold for E*Trade!  After all, the day before, it was my soundtrack for 45 minutes while waiting for a live …

Being disorganized is expensive

Being Disorganized is Expensive!

Karen Caccavo Getting organized, Paperwork Organizing

Are you disorganized?  Have you considered investing in assistance from a financial organizer / daily money manager or another type of professional organizer?   When weighing the cost of professional services, be sure to put into the equation the cost of NOT getting the help you need. Being disorganized costs you BIG. Surprise!  Being disorganized carries a big price tag, in …

Is there such a thing as TOO organized?

Can You Be TOO Organized?

Karen Caccavo Paperwork Organizing, Working with Seniors

“Too organized?” I don’t hear it often from clients or prospective clients who reach out to Personal Money Manager™.  But occasionally over the last 12 years I’ve heard:  “Maybe I’m too organized.”  This stops me in my tracks.  After all, if someone is TOO organized why would they be calling me for professional organizing assistance? Clearly, “too organized” (if there …

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 …