Investing - Lodestar Financial Planning

Financial Planning

Start The Year On The Right Foot

The beginning of a new year is the perfect time for us to talk about the various factors that can influence your planning. For example,

Skip Fleming, CFP® January 21, 2022

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

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

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

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

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

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

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

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

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

David Fulton February 25, 2021

Featured Posts:

Special Needs Checklist

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

What Issues Should I Consider When Reviewing My Estate Plan

reviewing my investments

What Issues Should I Consider When Reviewing My Investments?

2020 Important Tax Numbers

2020 Important Tax Numbers

real financial planning

The Value of Real Financial Planning

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