Not every potential trustee provides the best services for trusts designed for children with special needs. Here are some questions to ask while searching for the right one for your new trust.
A special needs trust can allow individuals with special needs to preserve assets that will enhance their quality of life while allowing them to remain eligible for needs-based public benefits like Medicaid and SSI.
For most people, the Tax Cuts and Jobs Act of 2017 increased the standard deduction to the point that most people no longer attempt itemized
The question is often asked: Should I put a retirement plan in a Special Needs Trust? Retirement plans often make up a significant portion of
It’s tax time, so what’s new? Every year tax laws are created, income thresholds are updated due to inflation, and credits and deductions are renewed
All marriages face money problems from time to time. We should be reminded of the famous line: “Stop in the name of love before you
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
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 © 2014-2022 Lodestar Financial Planning
