Author Archives: alisonsalisbury
3 Key Financial Organization Questions
Last time we discussed how to begin a quest for financial organization. So let’s get started. The first step, assessing your current situation, will help you create a realistic plan. Acknowledging where you are will impact how you move forward. … Continue reading
A Quest for Financial Organization
Now that tax season is firmly behind most of my clients, I’m reflecting upon the whirlwind of getting documents in order, Quicken reports run, and generally putting tax year 2011 to bed. Every year my clients declare “next year will … Continue reading
Identity Theft Through Smishing
Similar to “phishing,” the latest con scammers are using cell and smart phones to smish victims out of bank account information. Identity theft has hit a popular communication tool: text messaging. In my work at keeping my clients financially organized, … Continue reading
Communal Retirement Living… No Love Beads Required
For many of us, communes conjure up images of the sixties… complete with fringed jackets and love beads. With the economic meltdown, many of us no longer have the cushion in our retirement savings we once accumulated. And as our … Continue reading
Organizing Financial Paperwork for 2012 Taxes
For most of us, the tax season is officially over. However if you’re like millions of other Americans who filed extensions because they weren’t able to finish by the April 15 deadline, you may still be knee-deep in paperwork. With … Continue reading
Tracking Business Mileage Can Be Taxing
As a small business owner, I know that expense tracking – especially those related to mileage – can be tricky and time consuming. Wanting to have a better sense of the mileage I actually racked up, I tried an experiment … Continue reading
Ready to Go At A Moment’s Notice
Recently one of my clients was unexpectedly hospitalized, and it reminded me that emergencies come in all kinds of packages. Whether a kitchen fire, an earthquake, or a trip to the emergency room, here are a few practical ways to … Continue reading
Love and Money: Mixing Romance & Your Money
When you get married, you typically talk through things about personal values, career goals, raising kids, and your overall financial dreams. Things can get sticky if you have different attitudes or habits in managing your money. Living together and/or marriage … Continue reading
10 Signs A Senior Needs Assistance (6 thru 10)
Last week I shared the first 5 warning signs indicating the need for senior assistance. Here’s the second installment of what to look for the next time you visit an aging loved one. Many older adults worry about staying in … Continue reading
10 Signs A Senior Needs Assistance (1 thru 5)
In my practice, I have the privilege of helping seniors while they remain in their home. Whether organizing important papers, paying their bills or managing in-home caregiver payroll, my clients’ number one concern is staying independent. Many seniors worry about … Continue reading
