Author Archives: alisonsalisbury

Tackling Holiday Credit Card Debt

Not-So-Merry Credit Card Balances Holiday-induced credit card debt is a growing problem in America. According to NerdWallet’s 2017 Consumer Holiday Shopping Report, more Americans find themselves in debt because of holiday purchases. If tackling credit card debt — especially with … Continue reading

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Celebrate Your 2017 Personal Finance Accomplishments

Looking Back to Move Forward Now that the holiday decorations are packed up for the season, many of my clients are looking at their 2018 financial goals. A great place to start is to look back to your personal finance … Continue reading

Posted in Spending Plans & Budgets | Leave a comment

2018 New Year’s Financial Resolutions

Ringing In the New Year We’re just days away from ringing in the new year! It’s that time of year for resolutions… get in shape, tackle a cluttered garage, eat better, etc. In my work as a Daily Money Manager, … Continue reading

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Communal Retirement Living… No Love Beads Required

For many of us, communal living conjures up images of the sixties… complete with fringed jackets and love beads. With memories of the economic meltdown during The Great Recession (2007 to 2012), many of us wonder if we’ll have the … Continue reading

Posted in Caring for Seniors, Relationships & Money | 2 Comments

Saving Energy this Winter

Daylight Savings Time is officially behind us and we’re gearing up for chillier (and hopefully rainy) weather. With our moderate climate in the Bay Area, it’s common that my clients get used to lower-than-average utility bills through the summer and … Continue reading

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Smart Shopping During the Holidaze

Can you believe it’s November already?! Black Friday, Cyber Monday and Giving Tuesday are just around the corner. For those on a budget or have limited time for the daze of holiday shopping, here are a few financial tips to … Continue reading

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Home Insurance, Disaster Protection & Annual Reviews

The fires in Sonoma and Napa Counties are a sad reminder of how quickly disaster can strike. If you’re a homeowner and haven’t looked at your insurance policy lately, now is the time. It’s time to get reacquainted with what’s … Continue reading

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Equifax Breach & Protecting Yourself

Between Equifax and the Yahoo breaches, millions of Americans and billions of accounts were exposed. Rather than rant and rave about how security violations happen, I’d like to focus on how to take control. Given the laws of probability, we … Continue reading

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Your Parents’ Estate: Sorting, Sifting, Shedding Stuff

A Lifetime of Memories & Accumulation As a follow-up to my Estate Planning: Fairness & Entitlemania article, I wanted to touch upon what happens to our parent’s earthly belongings once they pass. This topic hits particularly close to home since … Continue reading

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Marrying Over 50: Money Tips Before Getting Hitched

Love Is Ageless, Not Necessarily Priceless Over 2 million Americans get married every year. And many of those newlyweds have a few grey hairs ;). According to Pew Research, divorce rates have climbed for those 50+. It’s becoming so common … Continue reading

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