Lodestar Financial Planning Full Logo Color
  • About
  • Why Advice Only?
  • Services
  • Blog
Menu
  • About
  • Why Advice Only?
  • Services
  • Blog
Get Started
Trustee
Estate Planning

When Is It OK for an SNT Trustee to Be Compensated?

Busy trustees deserve payment, but there are important guidelines to follow to determine how — and how much — to bill the trust.

Read More »
David Fulton March 28, 2022
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,

Read More »
Skip Fleming, CFP® January 21, 2022
Medicare

Medicaid vs. Medicare – What’s the Difference?

Medicaid is a state and federal partnership program that gives medical coverage to selected groups with low-incomes — children, pregnant women, parents of eligible children,

Read More »
Skip Fleming, CFP® September 14, 2021
supplemental security income asset limit
Special Needs

Bill Introduced to Raise SSI Asset Limit, Make Other Reforms

The amount of money that Supplemental Security Income (SSI) recipients can have without losing benefits has been frozen at $2,000 since 1989.  New legislation would increase that limit and make other changes. 

Read More »
David Fulton August 11, 2021
Inherited IRA
Special Needs

Leaving an Inherited IRA to a Special Needs Trust Is No Longer Such a Bad Idea

An exception to the SECURE Act’s otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust. 

Read More »
David Fulton August 11, 2021
Essential Documents
Special Needs

The 3 Most Essential Documents for Parents of Children with Special Needs

As the parent of a child with special needs, the primary estate planning documents consisting of a Will, Advance Medical Directives, Health Care Proxy, and

Read More »
Skip Fleming, CFP® July 11, 2021
Special Needs Checklist
Special Needs

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

Clients who have children with special needs must deal with a unique set of planning issues. In addition to health, educational, and care planning issues,

Read More »
David Fulton July 11, 2021
Estate Planning
Estate Planning

12 Estate Planning Absolute Must-Dos

When was the last time you had your Estate Plan reviewed?  Many of you already have estate documents, probably executed many years ago. We strongly

Read More »
Skip Fleming, CFP® June 8, 2021
special needs trust
Special Needs

Does Your Child’s Special Needs Trust Need a Tune-Up? Probably.

It’s easy to throw your new special needs trust into a drawer and forget about it.  While having a plan in place is a great start, the trust and related documents do need to be maintained.

Read More »
David Fulton May 12, 2021
survivor benefit plan
Estate Planning

Bill Would Allow All Military Retirees to Name Special Needs Trusts as Beneficiaries of Pension Plans (Survivor Benefit Plan)

A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs. 

Read More »
David Fulton May 12, 2021
Page1 Page2 Page3

Featured Posts:

Special Needs Checklist

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

Read More »

What Issues Should I Consider When Reviewing My Estate Plan

Read More »
reviewing my investments

What Issues Should I Consider When Reviewing My Investments?

Read More »
2020 Important Tax Numbers

2020 Important Tax Numbers

Read More »
real financial planning

The Value of Real Financial Planning

Read More »
NAPFA Logo
ASNP Logo
FPA Logo
Garrett Planning Network Logo
CGN Logo_Horizontal_Color
Fee Only Logo
CFP Logo

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:

Vertex IO logo
Manage Cookie Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}