Money Manager/Financial Organizer
In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives, especially as they age. So in 2008, she launched Personal Money Manager, a New York City-based boutique firm that offers daily money management and financial organizing services to older adults, their families and caregivers. Two years later, her husband Steve, a seasoned entrepreneur, business consultant and a Certified Senior Advisor, joined the company and the couple are equal partners there.
Recommended resources to get started: The couple recommend connecting with the American Association of Daily Money Managers.