by Lori Atwood | Dec 5, 2022 | Financial Fitness, Saving: Retirement & Other
You may hear the term Fiduciary a lot especially when friends and family give you advice on who to choose as a financial adviser. The challenge is that it can mean different things to different people. A fiduciary is a person who is a trustee for someone else’s assets...
by Lori Atwood | Nov 17, 2021 | Financial Fitness, Saving: Retirement & Other
You may be hearing a lot more suddenly about mutual funds and fees. You may even be hearing about how it’s more efficient to be in index funds because their fees are lower. I’ve even sent out the excellent piece by John Oliver on retirement funds and fees. But the...
by Lori Atwood | Oct 15, 2021 | Financial Fitness, Saving: Retirement & Other
I sometimes hear the same questions again and again and then I usually write a post about them. This question is not exciting at all, but it comes up several times a week and it could be one you have as well. Q: Should I rollover my old 401ks and IRAs into one...
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 | Jun 18, 2021 | Financial Fitness, Saving: Retirement & Other
What could be more boring than talking about life insurance? The details may be dull, but the substance is crucial to the well being of your family. If you have a child, you MUST have life insurance. That child is economically dependent on you until at least age 18....