by Lori Atwood | Jan 1, 2023 | College Savings & Financial Aid, Financial Fitness, Saving: Retirement & Other
There’s a parental continuum when it comes to paying for college. On one end is “The kids can pay for their own college” and on the other end is “we will take out all the loans and pay them all back so precious junior does not have any student loans.” Both are...
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 6, 2018 | Financial Fitness, Saving: Retirement & Other
What does it mean to be rich? Clients ask me this question a lot and I thought it was a good topic to leave you with for my blog’s summer break (back in September). We’re all striving for something. Some of us end up a wreck because of our striving. What are we...
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...