Don't wait for inspiration to strike! Jump in, start the work, be ready, and see what happens.

Waiting for Inspiration?

Karen CaccavoFinancial Organizing, Organize my finances, Working with Clients, Working with Seniors

My writing inspiration this month comes from two different childhood sources.  One was Writers at Work, a book my Mom gave me with interviews with authors about their lives.  (Mom wanted me to become a writer, and I chose Personal Money Manager™ with a blog).  The other was a memorable sermon one Shabbat morning. They both had the same theme: …

Hope for the Best

Hope for the Best, Plan for the Risk

Karen CaccavoFinancial Organizing, Organize my finances, Working with Clients, Working with Seniors

I learned as an insurance broker and disaster recovery planner to consider worst case scenarios.  It helped me design air-tight insurance programs and risk management procedures for my clients.  We reduced uncertainty and everyone could sleep better at night! In those days, my focus was on risks such as forklifts, deep fryers, and youthful drivers.  As the State Farm ad …

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

Walking in Our Clients’ Shoes

Karen CaccavoLife Lessons, Working with Clients, Working with Seniors

This story took place back in the fall, pre-vaccines, before we could see what we hoped was the “light at the end of the pandemic tunnel.”  Still, I think it’s worth sharing this for the valuable lesson learned. It was our monthly Zoom call.  We were all professionals working in the “senior world” like I do as a financial organizer …

Illustrates Dad's Clutter Game

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

Karen Caccavodecluttering, Life Lessons, Possessions

I remember Dad’s Clutter Game that he invented for my siblings and me when we were young.  It was a good rainy-day activity that kept us busy and out of each other’s hair.  And it seemed to satisfy his life-long crusade against clutter. How would we get rid of stuff? Dad would set each of us up with paper grocery …

To illustrate the tools to make a list.

Six Things I Learned in 2020

Karen CaccavoFinancial 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 ]