Budget – Lodestar Financial Planning

Budgeting

Simple Savings Ideas During Recessionary Times

Resolve to make savings automatic whether we’re in a recession or not After the Great Recession hit, far too many Americans found themselves without

Skip Fleming, CFP® August 4, 2022

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

retirement trap

Retirement

Avoid these 7 Retirement Traps

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

Skip Fleming, CFP® April 10, 2021

Beneficiary Designations

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

Featured Posts:

Special Needs Checklist

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

What Issues Should I Consider When Reviewing My Estate Plan

reviewing my investments

What Issues Should I Consider When Reviewing My Investments?

2020 Important Tax Numbers

2020 Important Tax Numbers

real financial planning

The Value of Real Financial Planning

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 © 2014-2023 Lodestar Financial Planning

Public Disclosure (Form ADV 2 & 3)