Atwood Financial Planning

Personal Financial Planning Articles

Gamestop... Whaa!?!?!?

You’ve probably heard about Gamestop by now, and I thought it could be helpful to explain what happe...
Lori Atwood Feb 1, 2021 1:15:00 PM

Personal Finance FAQs in the age of COVID-19 (Coronavirus)

I thought I’d compile an FAQ because I’m getting the same sorts of questions in my inbox (not in per...
Lori Atwood Mar 16, 2020 2:12:13 PM

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

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

So Many Voices on Personal Finance – 3 of My Favorite Money Podcasts

It may be because I’m in personal finance that I feel like everyone and their cousin is podcasting, ...
Lori Atwood Oct 16, 2017 7:48:39 PM

Trashing the Fiduciary Rule - Yes, It Will Affect You!

I know I said last week I do not usually resend other people's articles, but please read John Bogle'...
Lori Atwood Feb 9, 2017 7:14:59 PM

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

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