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
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
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
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.
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
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
