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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,

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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

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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

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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

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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

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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
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
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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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