Author Archives: alisonsalisbury

Back to School Spending

That Won’t Break Your Piggy Bank It’s that time of year again. Summer vacations are winding down, and parents are busily preparing for the upcoming school year. Buying new clothes, school supplies, and extracurricular activity doo-dads can spike upon household … Continue reading

Posted in Kids (The Little Darlings) | Leave a comment

Advice When Managing a Parent’s Finances

If you’re part of the sandwich generation — where you’re caring for children and aging parents — life can get pretty hectic. Especially if you’re managing your parent’s finances. Over the years we’ve seen what methods work best and what … Continue reading

Posted in Caring for Seniors | Leave a comment

Student Debt Hinders Retirement

Impacting Many Seniors Author Note: Lauren Davidson, a Millennial with student debt just trying to make a dent. At $1.4 trillion, runaway student loan debt is now viewed as the next big bubble that could cripple the economy as the … Continue reading

Posted in Manage Debt Wisely | Leave a comment

Is It Time to Retire or Start a Second Career?

For many of us over fifty, the idea of retirement is an enticing dream. Ditch the Silicon Valley commute. Eliminate the stress of a 40+ hour work week. Spend more time doing what we love. Yet only 60% of workers … Continue reading

Posted in Financial Privacy & Security | Leave a comment

Frugal Summer Vacations

With Memorial Day officially behind us, summer vacations are just around the corner. Is there a way to have a great vacation and be frugal at the same time? Yes! I’ll share some of my best tips learned over the … Continue reading

Posted in Spending Plans & Budgets | Leave a comment

Credit Card Rate Hikes

The Fed increased interest rates for the second time in three months on March 15. It’s made headline news. There have been hints of additional hikes in 2017. So what does this mean for the 157 million Americans who hold … Continue reading

Posted in Manage Debt Wisely | Leave a comment

Bye Bye 2016 Tax Returns

Hello 2017 Tax Planning The 2016 tax return season is officially behind us. Well, unless you filed an extension. For many of my clients (and my staff), we’re breathing a sigh of relief. We’ve spent hours sifting through paperwork, downloading … Continue reading

Posted in Financial Organization | Leave a comment

Pet Medical Expenses

Studies have shown that companion animals improve our health — reducing our stress, lowering blood pressure, increasing physical activity and even boosting social interaction. For the elderly, this is doubly true. These are the many benefits of pet stewardship (many … Continue reading

Posted in Spending Plans & Budgets | Leave a comment

When the Parent-Child Relationship Changes

The following is a guest post from a friend who is living what many of my clients’ families undergo every day. Helping our aging loved ones can be challenging. I hope the advice offered from this real story is of comfort … Continue reading

Posted in Caring for Seniors | Leave a comment

Financial Scams Against Seniors

According to a recent study, 37% of seniors have experienced financial abuse. On average those seniors lose $36,000! And the actual number of victims and dollars stolen are most likely much higher. Why? Because seniors are reluctant to admit to … Continue reading

Posted in Caring for Seniors | Leave a comment