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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
long-term investing
Investing

Stop Looking Through a Soda Straw: Long-Term Investing

Don’t avoid stocks.  Stocks are the only way you can earn enough on your investment to counter the deleterious effect of inflation. Most importantly, stop

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David Fulton February 25, 2021
investment returns
Investing

Men are From Mars; Women are from Wall Street? Why Women Get Superior Investment Returns

What if I told you that women investors may know something about investing that most of the market doesn’t seem to practice? Here are lessons

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David Fulton February 25, 2021
legal guardianship
Estate Planning

The When, Why, and How of Legal Guardianship

As soon as your special needs child turns 18 you no longer have the legal authority to make medical and financial decisions on their behalf.

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David Fulton February 25, 2021
Health Savings Account
Financial Planning

Health Savings Accounts…A Real Tax Killer

For most families, there might not be a more important topic than healthcare. In the financial planning world, a Health Savings Account (HSA) happens to

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David Fulton February 25, 2021
Financial Planning rules
Financial Planning

15 Financial Planning Rules for a Healthy Financial Future

Following these financial planning rules will allow you to make smarter financial decisions, feel better about where you are, and ensure you are making the

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David Fulton February 24, 2021
how much should I save for retirement
Saving

How Much Should I Save for Retirement?

How much should I save for retirement? This is perhaps the most asked question in finance…A million dollars is a nice round number, but doesn’t

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David Fulton February 24, 2021
Goal Setting
Goal Setting

Tricking Your Brain through S.M.A.R.T Goal Setting

Human’s are wired to think short-term. We don’t do long term planning. Because we know we are predisposed to failure when it comes to goal

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David Fulton February 24, 2021
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Featured Posts:

Special Needs Checklist

What Issues Should I Consider For My Child With Special Needs Checklist?

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What Issues Should I Consider When Reviewing My Estate Plan

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reviewing my investments

What Issues Should I Consider When Reviewing My Investments?

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2020 Important Tax Numbers

2020 Important Tax Numbers

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real financial planning

The Value of Real Financial Planning

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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.

 

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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.

 

 

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