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real financial planning
Featured

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

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David Fulton February 26, 2021
money mistakes
Financial Planning

The 10 most common money mistakes people are making

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

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David Fulton February 25, 2021
roth conversion
Investing

4 Important Considerations Before Making a Roth Conversion

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

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David Fulton February 25, 2021
Rollover a tsp to an ira
Federal Employees

6 Great Reasons to Rollover a TSP to an IRA When You Retire

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

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David Fulton February 25, 2021
Thrift Savings Plan
Featured

6 Reasons to Keep Your Thrift Savings Plan When You Retire

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

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David Fulton February 25, 2021
investment policy statement
Investing

Investment Policy Statement Aligns your Investments with Your Values

Building an investment policy statement: Aligning your resources to your values   Are you intentional with your saving and investing strategy?  This question is relevant

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David Fulton February 25, 2021
budget
Budgeting

Managing Your Money with Intention with a Budget

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

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David Fulton February 25, 2021
living a life of intention
Goal Setting

4 Steps to Living a Life of Intention

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

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David Fulton February 25, 2021
disability savings account
Special Needs

Disability Savings Accounts: ABLE 529a vs a Special Needs Trust

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

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David Fulton February 25, 2021
bucket strategy
Investing

Using a Bucket Strategy to Manage a Trust Account

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

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David Fulton February 25, 2021
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Featured Posts:

real financial planning

The Value of Real Financial Planning

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Thrift Savings Plan

6 Reasons to Keep Your Thrift Savings Plan When You Retire

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Special Needs Planning Guide

Special Needs Planning Guide: From Birth to 3

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letter of intent

The Criticality of a Letter of Intent

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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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