by Lori Atwood | Mar 26, 2022 | Financial Fitness, Saving: Retirement & Other, Teaching Children about Personal Finance
Hi all, We are handing the reins for our blog post this month to Jason Ross, A Fearless Finance Associate located in NJ. He is an hourly, fee-based, fiduciary planner, who enjoys helping people understand their household finances. If you want to hear more from Jason...
by Lori Atwood | Aug 19, 2021 | Financial Fitness, Saving: Retirement & Other
Did you know if you plan to live for about 20 years in retirement and want to have about today’s equivalent of $120,000/year after-tax, you need to have about $2 million saved (assuming no social security or other pension money, no inflation and a modest growth rate...
by Lori Atwood | Jul 27, 2021 | Financial Fitness, Saving: Retirement & Other
We all have a “worth it” line and usually marry someone whose line is different. I see this with couples all the time: one partner will wait until the gas gauge is near empty because she knows she will be near that super cheap gas station next Saturday. Or, maybe one...
by Lori Atwood | Jan 10, 2017 | Financial Fitness, Saving: Retirement & Other
I’m going to describe a certain type of person. I know it’s not you, but maybe you know someone like this. I call this person Annie, short for “anyway, anyhow.” Annie’s daughter comes home from school and needs to find something to wear for a school play. What does...
by Lori Atwood | Jan 20, 2016 | College Savings & Financial Aid, Financial Fitness
Student debt is a pretty hot topic these days and I see clients coming to me with anywhere from $84/month to $2600/month in loan payback amounts. It’s also a bit of a “hot potato” when it comes to engaged or newly married couples. Here are the...