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 | Jun 2, 2021 | Financial Fitness, Small Business Finance
Freelancer, gig worker, temp…three different terms for essentially the same thing and these days it is becoming “the new black”. More and more people are finding themselves in these types of jobs. The financial challenge is that your income is inconsistent, which is...
by Lori Atwood | Apr 3, 2016 | Financial Fitness
It’s tax season again and I thought I would take a minute to discuss the main (legal) ways to reduce your tax bill and be good to your wallet as well. The best way to reduce your taxable income (i.e. the amount of income the IRS will apply your tax rate to), is to...
by Lori Atwood | Apr 8, 2015 | Financial Fitness
I do not file or complete tax forms for clients, but I do see the fall-out from people’s taxes in the form of IRS debt, penalties, and, perhaps most pervasive, anxiety. No matter how much anxiety you might have, or how little you have saved to pay your taxes or how...
by Lori Atwood | Jan 14, 2015 | Financial Fitness
Ask yourself the following questions about your Dependent Care Flexible Spending Account (and you thought today’s post wasn’t going to be fun!): Do you smile and nod when anyone mentions FSA? Did you sign up because you heard some parents talk about it at...