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

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

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

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

Holiday Financial Hangover… 5 Tips to Prevent It

If you were like me, last weekend, you spent way more than you should have for the month and chalked...
Lori Atwood Nov 29, 2017 10:09:26 AM

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