Organizing your papers may not at first seem scary. Other than a few cobwebs and dust bunnies, what’s the worst danger that can be hiding in the far corners of an attic or file cabinet? You may be surprised!

Does Danger Lurk in Your Paperwork?

Karen CaccavoImportant Documents, Paperwork Organizing, Working with Clients

Organizing your papers may not at first seem scary.  Other than a few cobwebs and dust bunnies, what’s the worst  that can be hiding in the far corners of an attic or file cabinet? Does danger lurk in your paperwork? You may be surprised! In my work as a financial organizer / daily money manager, clients have shared with me …

Practicing yoga and organizing your paperwork have a lot in common.

Yoga and Organizing: Making the Connection

Karen CaccavoLife Lessons, Paperwork Organizing

Readers of this blog know that I enjoy making connections between my work as a financial organizer / daily money manager and the other seeming disparate parts of my life—like “mommy” to a new kitten and keeper of a sourdough starter.  (For more, explore the “Life Lessons” category on my blog).  In this post, I explore the connection between yoga …

To minimize capital gains taxes on the sale of your house, you need to organize your paperwork.

After Selling Your Home, the Paperwork Begins

Karen CaccavoHome & Moving, Paperwork Organizing, Tax Organizing

You’ve sold your house, packed up, and the moving van is pulling out of the driveway – whew!  But the tax-related paperwork associated with selling your home has just begun. While it’s fresh in your mind, get a head start now on gathering the papers you’ll need for next year’s tax return.  No need to wait until April 15th! In …

Sometimes I have to trick myself into doing what needs to be done.

5 Productivity Tricks

Karen CaccavoPaperwork Organizing, Productivity

A client of Personal Money Manager recently told me, somewhat sheepishly:  “I have to confess.  Sometimes I have to trick myself into doing what needs to be done.” To which I responded: “No need to apologize! If it works, go for it!” In that spirit, here are some field-tested productivity tricks for “fooling” yourself into getting stuff done.  (Click here …

You may remember that I’ve written about what I learned from my new kitten. Rosie Mittens has grown up beautifully. Now I’d like to share some life lessons from another living thing in my house: my sourdough starter! These, too, inform both my personal life and my professional life as a financial organizer / daily money manager.

Paperwork Pointers from an Unexpected Source

Karen CaccavoFinancial Organizing, Life Lessons, Paperwork Organizing, Working with Seniors

You may remember that I’ve written about what I learned from my new kitten.  Rosie Mittens has grown up beautifully.  Now I’d like to share some paperwork pointers from another living thing in my house:  my sourdough starter!  This, too, informs both my personal life and my professional life as a financial organizer / daily money manager. Hold out for …