Often people wonder what should I consider when reviewing my investments? Whether you are a novice or experienced investor, it is critical to review your
You’ve saved for years. Now that you are retired, did you create an income plan from your savings? The financial industry and media constantly
You have saved and invested for decades, and now you are preparing for retirement, or maybe you have already left your job. While the idea
In stark contrast to previous COVID-19 relief bills, the $1.9 trillion American Rescue Plan, signed into law by President Biden on March 11, 2021, contains numerous provisions specifically aimed at supporting people with disabilities.
Recipients with disabilities who rely on government benefits may want to consider putting some or all of the $1,400 relief money into an ABLE account.
When preparing for your retirement, think about how much income you may need each year to fund the lifestyle you want. To help maintain your
Annual financial reviews are important for keeping your plan on track. Today, unlike previous generations, you have so many investment options and access to an
A list of must-dos for 40 and 50-year-old captains that have run aground On March 23rd, the massive, skyscraper-sized container ship named the Ever
New guidelines to employee benefit plans for 2020 and 2021 On February 18, 2021, the Internal Revenue Service announced greater flexibility to employee benefit
While Tax Day has been extended, you should ask yourself whether there is any real benefit to waiting to file your taxes The U.S.
Investment advisor representative of and investment advisory services offered through CGN 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.
The www.lodestarfp.com web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the www.lodestarfp.com web site. These sites are managed by unaffiliated organizations that do not have a business relationship with Lodestar Financial Planning or CGN Advisors, LLC. These links are only offered for use at your own discretion. Lodestar Financial Planning and CGN Advisors, LLC does not provide and are not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Lodestar Financial Planning and CGN Advisors, LLC are not promoting, approving, or endorsing either the content of the sites or any product or service offered by the sites’ sponsors. Our privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third-party site for further information. Third-party web sites may provide different security features than the www.lodestarfp.com web site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Most of the great photographs used on this site were taken by professional photographer and neighbor Rowedean Doss, and are gratefully used with her permission.
Copyright © 2014-2023 Lodestar Financial Planning
