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
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.
Symptoms associated with PTSD in special needs parents are frustratingly common. This post explores the hope of Post-Traumatic Growth and stresses the importance of Incident
The recommendation to disinherit a special needs child from their parent’s estate is an example of outdated estate planning advice. Unfortunately, it has staying power
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
The ability to provide for a loved one after they are gone is perhaps the biggest concern shared by parents of special needs children. Disabled
There are probably few topics that are more uncomfortable than discussing life insurance. But here’s the thing, it may be one of the most important things
Grit is an indelible trait that will help you achieve the best possible future for you and your family Grit can be learned over time.
If you are new to Special Needs parenting, this special needs planning guide will serve as a primer on many of the areas you should
Investment advisor representative of and investment advisory services offered through Garrett Investment 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 Garrett Investment Advisors, LLC. These links are only offered for use at your own discretion. Lodestar Financial Planning and Garrett Investment 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 Garrett Investment 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 © 2014-2021 Lodestar Financial Planning | Colorado Springs Web Development by:
