Tax – Lodestar Financial Planning

Budgeting

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

Budgeting

Regular Reviews with these 6 Steps to Build Your Financial Foundation

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

Skip Fleming, CFP® April 5, 2021

Healthcare

IRS Provides Needed Flexibility for Health FSA

New guidelines to employee benefit plans for 2020 and 2021 On February 18, 2021, the Internal Revenue Service announced greater flexibility to employee benefit

David Fulton April 1, 2021

Tax

Tax Day for Individuals is Extended to May 17th

While Tax Day has been extended, you should ask yourself whether there is any real benefit to waiting to file your taxes The U.S.

David Fulton April 1, 2021

Tax

5 Important Strategies for Planning Your Itemized Deductions

For most people, the Tax Cuts and Jobs Act of 2017 increased the standard deduction to the point that most people no longer attempt itemized

David Fulton March 7, 2021

Featured

2020 Important Tax Numbers

It’s tax time, so what’s new? Every year tax laws are created, income thresholds are updated due to inflation, and credits and deductions are renewed

David Fulton March 7, 2021

Featured Posts:

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The Value of Real Financial Planning

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