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Total: 8 results found.

Live on Less Than You Make

Created on Monday, 16 July 2018. Posted in Content/our blog

... if we need to rekindle that budgeting habit? First, you have to determine your monthly income. Add up the net retired pay, net salary, spouse's net salary, plus any other regular income such as rental ...

Investing Your Time vs. Spending Your Time

Created on Friday, 15 June 2018. Posted in Content/our blog

... maintain a balance that is consistent with their goals. In this case, maybe we trim the equity positions and allocate more to fixed-income. If you spent much of the past year exercising every day and eating ...

Signs You Need a Financial Planner

Created on Thursday, 02 November 2017. Posted in Content/our blog

... own business or a long-term entrepreneur, you likely need to know how to prioritize goals, pay yourself while keeping the operation running and the best way to manage cash flow on an income that fluctuates ...

Our Team

Created on Monday, 30 April 2012. Posted in Content/about

... financial advice and coaching to individuals and their families from all walks of life. He does not set minimum income or net worth requirements to engage in his financial planning, investment consultation, ...


Created on Monday, 30 April 2012. Posted in Content/about

... commission-free financial planning and advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Skip and his fellow Garrett network ...

Our Fees

Created on Monday, 30 April 2012. Posted in Content/about

... efficiency issues Retirement Savings Planning, including stress testing, and projections or Retirement Income Planning for those at or near retirement College Savings Planning Investment Planning, ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

... needs you may request. The following are general examples, and may change based on your situation and needs. Cash Flow Analysis – a review of your income and expenses to determine the current surplus ...

Welcome to Lodestar Financial Planning

Created on Tuesday, 24 May 2011. Posted in Content/main

... services accessible to individuals and families who are just starting out, middle-income clientele, do-it-yourselfers, and those in need of a one-time review, second opinion, periodic advice or ongoing ...