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What is a Fiduciary and Why Does it Matter?
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What is a Fiduciary and Why Does it Matter?
You may hear the term Fiduciary a lot especially when friends and family give you advice on who to c...
Lori Atwood
Sep 30, 2019 9:16:54 AM
5 Financial Wishes for You in the New Year
Happy holidays and I hope you have a wonderful New Year. I will be off for the next 2 weeks enjoying...
Lori Atwood
Dec 15, 2016 3:48:25 PM
A Mutual Fund Different is from an Index Fund - 6 Terms to Know
You may be hearing a lot more suddenly about mutual funds and fees. You may even be hearing about ho...
Lori Atwood
Nov 17, 2016 11:46:58 AM
Are you an Insurance Company or Pension Fund? Here’s Why the Answer Matters?
I know that’s a silly question. Clearly, you are a human, not a company or a pension fund. You are h...
Lori Atwood
Jun 22, 2016 1:36:47 PM
Why Would You Save When You Are in Debt? Because You Have to…
Frequently cited as a reason to throw up your hands and not save, the attitude of “I have so much de...
Lori Atwood
May 4, 2016 3:11:43 PM
Tax Season – How Can You Minimize Your Tax Bill?
Upcoming Event: Personal Finance 101: Take the Stress Out of Your Finances and Make a Plan When: Thu...
Lori Atwood
Apr 3, 2016 8:11:54 PM
Love, Honor and Loans – Top 3 Questions (and Answers) about Marrying a Person with Student Debt
Student debt is a pretty hot topic these days and I see clients coming to me with anywhere from $84/...
Lori Atwood
Jan 20, 2016 5:16:55 PM
The Dow is Down 1000 Points! Does that Really Matter to You?
Unless you’ve been off-the-grid, you’ve probably heard that the Dow or “the market” has had a sudden...
Lori Atwood
Aug 25, 2015 2:59:40 PM
Lori Atwood
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Elizabeth Westendorf
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