
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,
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,
You have saved and invested for decades, and now you are preparing for retirement, or maybe you have already left your job. While the idea
Annual financial reviews are important for keeping your plan on track. Today, unlike previous generations, you have so many investment options and access to an
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
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
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
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
This post is about building good financial habits. Build the habits that drive you towards your financial goals. It’s the habits you develop that are
Details on the use of the Achieving a Better Life Experience Act of 2014 (ABLE). ABLE accounts are a critical tool in helping save for
Perceiving change can be a funny thing. Why is it we don’t notice a change when it is happening right before our eyes? How do
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 | Colorado Springs Web Development by: