by Lori Atwood | Feb 9, 2017 | Financial Fitness, Saving: Retirement & Other
I know I said last week I do not usually resend other people’s articles, but please read John Bogle’s Op-ed in the New York Times about the administration’s trashing of the Fiduciary Rule. I’ve been meaning to write about this and now is the...
by Lori Atwood | Jun 22, 2016 | Financial Fitness, Saving: Retirement & Other
I know that’s a silly question. Clearly, you are a human, not a company or a pension fund. You are human who works hard, hopes to retire someday and does not want to eat cat food in retirement. All that makes you not just a human, but a LONG-TERM investor. Why does...
by Lori Atwood | Aug 25, 2015 | Financial Fitness, Saving: Retirement & Other
Unless you’ve been off-the-grid, you’ve probably heard that the Dow or “the market” has had a sudden nose-dive. It certainly seems important and people are running around on TV chattering away about it, but how does it really affect you? What actually happened: the...
by Lori Atwood | Aug 29, 2013 | Financial Fitness, Saving: Retirement & Other
Know how your mutual fund fees work or you could be paying too much and eroding your return. If you have between $500 and $500,000 to invest, you probably either owned or thought about owning a mutual fund. It may have even been your first investment right out of...
by Lori Atwood | Aug 27, 2013 | College Savings & Financial Aid
I get this question a lot: How do we save for college? Well, it’s a complicated question that I hope to help answer in a series of blog posts and articles starting with my last post “what is a 529 plan?”. Today, I’m going to talk about the Pros and Cons...