Probably the most important habit of financial organization is maintaining your in-flow and out-flow systems. If you know how to handle each financial related tasks and their accompanying paperwork or electronic version as they come in, then it can’t pile…
Author: Alison Salisbury
Helping you find freedom by organizing your personal finances.
Founder and owner of Fiscally Fit, a daily money management service for busy professionals and older adults. Over twenty years experience in administrative and financial operations, staff management, publications and reports, special events, meetings, and conferences.
Ebb & Flow of Financial Organization
By now you have a financial organization notebook, chronicling your goals and what gets in your way. You’ve also set up physical files to store your important financial paperwork. One area that my clients seem to trip up is in…
Wrestling the Paper Beast of Financial Organization
Now that the space where you handle your financial life is more organized, let’s tackle the paperwork that needs storing. I always tell my clients that what works for me may not work for them, and there is no one…
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Physical and Visual Clues of Financial Organization
Today’s blog is dedicated to my Grandma Lois, who’s birthday is today, June 22. She’d be 114 if she were still alive. It was she who taught me how to balance my checkbook when I was 18 years old; we…
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Simple Financial Organization By Starting Small
Now that you’ve answered the 3 key financial organization questions and explored your emotional relationship to money, let’s lighten up. Literally. Pull out your purse, wallet, briefcase or backpack. Chances are that if you’re feeling financially disorganized, then these areas…
Uncovering Money Beliefs: Your Financial Organization Foundation
As I help my clients create financial organization in their life, I find that it’s critical to understand the underlying emotional reasons that caused the situation. Don’t worry, I’m not talking about regression therapy or hypnosis; I’m not a financial…
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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.…
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…
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,…
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…
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