To illustrate that it's important to understand what it's like to be one of our clients.

Walking in Our Clients’ Shoes

Karen Caccavo Life Lessons, Working with Clients, Working with Seniors

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 ]

Illustrates Dad's Clutter Game

Dad’s Clutter Game: How to Get Rid of Stuff

Karen Caccavo decluttering, Life Lessons, Possessions

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 ]

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 ]

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 …