A Mutual Fund Different is from an Index Fund – 6 Terms to Know

A Mutual Fund Different is from an Index Fund – 6 Terms to Know

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...
To Rollover or Not to Rollover, that Is the Question: Should You Rollover Old 401ks and IRA Accounts?

To Rollover or Not to Rollover, that Is the Question: Should You Rollover Old 401ks and IRA Accounts?

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...
How Much Should You Be Saving for Retirement, in Plain English…

How Much Should You Be Saving for Retirement, in Plain English…

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...
Personal Finance FAQs in the age of COVID-19 (Coronavirus)

Personal Finance FAQs in the age of COVID-19 (Coronavirus)

by Lori Atwood | Mar 16, 2020 | Financial Fitness, Saving: Retirement & Other

I thought I’d compile an FAQ because I’m getting the same sorts of questions in my inbox (not in person, since I’m only seeing clients by Google Meeting!). Here they are with my answers: Should I refinance my mortgage – Yes, get some quotes IF: you plan to live in the...
Trashing the Fiduciary Rule – Yes, It Will Affect You!

Trashing the Fiduciary Rule – Yes, It Will Affect You!

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...
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