by Lori Atwood | Apr 1, 2022 | Financial Fitness, Saving: Retirement & Other
When you are a fiduciary and do not make any commissions like me, you are free to give honest advice about a subject many planners do not want to discuss: Cash. Any planner that makes his/her living by commissions would never want you to have cash around, you have to...
by Lori Atwood | Aug 27, 2013 | Financial Fitness
Lori Atwood shows you her TOP 5 FINANCIAL “MUST-HAVES” for Any Household. 1. KNOW WHERE ALL YOUR ACCOUNTS ARE AND HOW TO ACCESS THEM!! Just in case. I know it’s morbid, but just do it then have a little celebration and never worry about it again....
by Lori Atwood | Aug 27, 2013 | Financial Fitness, Saving: Retirement & Other, Teaching Children about Personal Finance
How much money should you keep in your wallet? I get this question a lot. Remember, if it’s in there, it will be spent, so let’s think minimalist here. First, “cash” in your wallet is for stuff that comes up that doesn’t fit into your regular monthly expense...
by Lori Atwood | Aug 27, 2013 | Financial Fitness, Teaching Children about Personal Finance
You just can’t figure out where all your money’s gone. You know you just went to the cash machine the other day and you didn’t go anywhere special, but suddenly you’re back at the cash machine again today. Cash is ALWAYS a huge area for what I call financial...
by Lori Atwood | Aug 27, 2013 | Financial Fitness, Saving: Retirement & Other
You got the call. Your mom called to tell you how your youngest sister just can’t make rent. Your mom has been trying to help, but can’t help anymore and your sister is going to be evicted etc, etc, etc. Can you give/lend your sister a few months of rent until...