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Total: 11 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 ...

Personal Finance and the Serenity Prayer

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

... Invest regularly. Harness the power of Dollar Cost Averaging. Most of us do this every month already by contributing to our retirement plans at work or our Individual Retirement Plans. 5. Diversify your ...

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

... protection, and other vehicles tend to be better at building wealth. For example, an advisor may suggest to a young client that he shift his rollover individual retirement account from a Standard and Poor's ...

Our Team

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

... & emergency savings) • Insurance planning • Retirement income planning • College planning • Investment allocation and advice • Military and Federal Employee Benefits • Special needs planning The ...

Our Fees

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

... value during this session. Cash Flow / Budgeting / Debt Pay Down Advice Basic Investment Philosophy / Strategies* Appropriate Retirement Savings Targets / Strategies Necessary Life Insurance, ...

Educational Workshops

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

... retirement strategies, or various other economic and investment topics. Our workshops are educational in nature and do not involve the sale of insurance or investment products. Information presented will ...

Investment Consultation

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

... establishing your own investment account at the broker/dealer or custodian of your choosing. We may offer projections of the likelihood of achieving your retirement goals, with financial independence ...

Financial Planning

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

Under our Financial Planning engagements we provide advice to you on such subjects as cash flow analysis, retirement capital needs, education funding, risk management, estate planning, and or other specific ...

Welcome to Lodestar Financial Planning

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

... & emergency savings) Insurance planning Retirement income planning College planning Investment allocation and advice Military and Federal Employee Benefits Special needs planning   ...