
The Value of Real Financial Planning
Have you ever worked with a financial planner before? How was that experience? Hopefully, it was a good one. Even if you haven’t, you likely
Have you ever worked with a financial planner before? How was that experience? Hopefully, it was a good one. Even if you haven’t, you likely
How confident are you that you’ve made all the right financial decisions? We often get asked what mistakes people are making so our clients can
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider
One of the most frequent questions asked by those leaving government service is what to do with their Thrift Savings Plan (TSP). The decision will
The decision to roll over your Thrift Savings Plan into another retirement account is a wholly personal matter but should be made only after analyzing
Building an investment policy statement: Aligning your resources to your values Are you intentional with your saving and investing strategy? This question is relevant
If you’re like most people, the idea of sticking to a budget has become an exercise in futility. Maybe you’ve never had a budget but
Living a life of intention means being deliberate with how we create our lives. It’s about choosing how we want to spend our time, our
With the passing of legislation establishing the ABLE 529a, many people now have access to increased disability savings account options and wonder how ABLE accounts
As a trustee, you are legally obligated to act in the interest of your beneficiary, and one day you may be called to prove the
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor.
Tel: (910) FEE-ONLY. Lodestar Financial Planning may offer investment advisory services in the State of Colorado and in other jurisdictions where exempted. Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.
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