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 | Nov 10, 2014 | Financial Fitness
I work with a lot of newlyweds and not-so-newlyweds to combine accounts as part of their overall financial planning. As a financial planner, I believe there is far more accountability and clarity with combined accounts, which leads to less cash seepage and waste. I’m...
by Lori Atwood | Aug 15, 2013 | Financial Fitness, Saving: Retirement & Other
Welcome to my BLOG! Here’s where I talk about specific finance topics including deciding whether to lease or buy a car, household financial must-haves, 529 plans, and much more. I love sharing my financial knowledge with you all! Explore more of my blog...