Author Archives: alisonsalisbury

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

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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

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The Debits & Credits of Bullet Journals

For some, budgeting is an exciting journey, exploring where one’s money goes each month. Others, well… let’s just say they’d prefer cleaning their bathroom over creating a budget and reviewing it each month. A bullet journal may be the way … Continue reading

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Financial Management for the College Bound

Summer is coming to a close and many parents are sending their children off to college. Whether your child is attending school out of state or staying home, there are unique financial challenges related to college. Tweet

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My Recent Interview with AARP

Last month AARP published an article about managing daily finances on a budget. I was honored to be interviewed and quoted in the article, providing my perspective both as a board member of American Association of Daily Money Managers (AADMM) … Continue reading

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Winning the Lottery: What Should You Do?!!

Do you daydream of winning the lottery? Even as a Daily Money Manager, I too fantasize about winning the big jackpot. Sometimes money can make people crazy… whether it’s an inheritance, unexpected windfall, or something like winning lotto. So here’s … Continue reading

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7 Habits of the Financially Stable

The San Francisco Bay Area is booming! Unemployment is at an all-time low. Our freeways and expressways are jammed with commuters. In times like these — where recession concerns are on the backburner — I’ve been musing about money habits. … Continue reading

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Vacation & Money Management

Schools out and Summer is here! Many of my clients are planning their vacations. Concerns about how they’ll manage their bills and overall money management concerns often arise. Before you pack that suitcase, here are a few things you can … Continue reading

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The Savings Phenomenon

The U.S. savings rate hovers just about 5%. This statistic reflects the ratio of personal income saved to personal disposable income during a certain period of time. I guess the good news is that it’s a positive number and it’s … Continue reading

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