Search

Search Parameters
Search Only:

Total: 10 results found.

Live on Less Than You Make

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

Live on Less Than You Make I know that you think this is so simple, that anyone can do it. Then why are so many Baby Boomers approaching retirement worried about having enough money? Many in our generation ...

Investing Your Time vs. Spending Your Time

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

... not to invest all your retirement assets in a single stock, make sure you don’t invest all of your time in a single activity. When investing your time, you really don’t know which activity will pay you ...

Setting Financial Goals

Created on Tuesday, 08 May 2018. Posted in Content/our blog

... their financial goals: 1. Keep the number limited to four or five. It is difficult for people to focus on more than a few goals at one time. Fewer goals will help you stay on track. 2. Make SMART ...

Personal Finance and the Serenity Prayer

Created on Saturday, 14 April 2018. Posted in Content/our blog

... a gap of -2.89%." Why is there such a difference? One word; behavior. The study discusses the various psychological reasons for why the average investor makes poor decisions that lead to poor financial ...

Signs You Need a Financial Planner

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

... monthly. Not to mention saving for retirement, obtaining health insurance and protecting you and your family against a loss in income from death or disability. You want to make a big purchase Simple ...

Do You Have A Bad Financial Planner?

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

Red Flags that Should Make You Worry A financial planner is supposed to help you keep your financial planning on track, but that is not always the case. Knowing how to properly vet a planner will save ...

Who We Are

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

... advisors and planners. Garrett Investment Advisors, LLC is an independent firm and our goal is to make competent and objective advice accessible through hourly as-needed financial planning. With the ...

Investment Consultation

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

... usually the primary goal. For situations in which projections show less than the desired results, we may make recommendations that include showing you the impact on those projections by making changes ...

Important Disclosure

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

... reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to ...

Welcome to Lodestar Financial Planning

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

... advice they have requested. Why we are different. Our services are tailored to the unique needs of our individual clients. We do not impose a minimum fee for financial planning advice. This makes our ...