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Are you an Insurance Company or Pension Fund? Here’s Why the Answer Matters?
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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
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
Blue Apron, Plated, Meal-Kit Services - Are They Saving You Money?
Finally, something that’s a win/win. You get to stop feeling guilty for ordering take-out and you’re...
Lori Atwood
Mar 2, 2016 1:28:52 PM
Expected Family Contribution! We Can’t Afford that Much Per Year for College – Are They Crazy?
“Are they crazy?” is the most exclaimed comment parents say when they see their Expected Family Cont...
Lori Atwood
Feb 15, 2016 12:12:32 PM
Is Your "Worth-it" Line Different than Your Spouse's? That's Always Fun...
We all have a “worth it” line and usually marry someone whose line is different. I see this with cou...
Lori Atwood
Jan 27, 2016 3:09:23 PM
'Tis the Season of Buying – Which is Better Credit or Debit ?
People ask me all the time if it matters whether they use their debit card or credit card for purcha...
Lori Atwood
Dec 9, 2015 4:44:29 PM
Giving Thanks, Even for Your Finances... Yes, It's Possible
It’s almost Thanksgiving and hopefully, we reflect throughout the year on the things that we are gra...
Lori Atwood
Nov 9, 2015 4:40:44 PM
The Difference Between a Cushion and Slush Fund and Why it Matters.
I always tell clients (and I do it with our household, too), to have a cushion in your checking acco...
Lori Atwood
Nov 2, 2015 2:47:17 PM
Lori Atwood
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