Atwood Financial Planning

Personal Financial Planning Articles

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

You Can Afford It! - Jason Ross, Associate, Atwood Financial Planning (NJ)

Hi all, As usual our blog takes a summer break over July and August. I hope you enjoy our last post ...
Lori Atwood Jun 26, 2019 2:50:05 PM

Spring Cleaning for your Finances

Hi all, this post was written by one of Atwood Financial Planning's Associates, Elizabeth Westendorf...
Elizabeth Westendorf Apr 25, 2019 3:08:12 PM

When is it good to have cash?

When you are a fiduciary and do not make any commissions like me, you are free to give honest advice...
Lori Atwood Nov 1, 2018 8:42:45 AM

The New Rule on Freezing Your Credit Report: Do It!

Hope you had a great summer! I’m starting Fall blog posts with Good News - as of Friday 9/21/18, con...
Lori Atwood Sep 24, 2018 9:32:00 AM

What is Rich?

What does it mean to be rich? Clients ask me this question a lot and I thought it was a good topic t...
Lori Atwood Jun 6, 2018 12:11:59 PM

Just Because You Can, Doesn't Mean You Should

Have you ever heard the old adage, "just because you can, doesn’t mean you should?" Well, it’s espec...
Lori Atwood May 16, 2018 2:39:51 PM

Your Margin Should be Your Financial Priority

You're in charge of HOW you spend your money. I'm just concerned with HOW MUCH you spend.
Lori Atwood Mar 21, 2018 12:39:43 PM

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