Atwood Financial Planning

Personal Financial Planning Articles

What to Expect FINANCIALLY When You’re Expecting

What a beautiful time! You’re expecting your first baby and you spend your days thinking of names, w...
Lori Atwood Nov 16, 2020 10:19:34 AM

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

Buy it or Lease it - What to Do When You Need to Replace Your Car

I thought I’d write about this topic because I just had to return my leased car and I get questions ...
Lori Atwood Jan 30, 2019 5:12:08 PM

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

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

Trapped by Your Lifestyle - Washington Post and Top 3 Tips for Your Tax Refund

Fearless Finance, my web-based personal finance platform and mobile app designed for the majority of...
Lori Atwood Mar 4, 2018 10:24:53 AM

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