Lodestar Wealth

04/05/2023

Lodestar Wealth was honored to take part in the first ever Pawtucket School Department Career Fair. As a public benefit company, we are always interested in ways we can uplift the community. Shout out to Lamel Moore and Ricardo Pimentel for putting on a great event. The City of Pawtucket, RI - Pawtucket City Hall - Mayor's Office has a bright future led by some talented young minds.

PAWTUCKET – Tolman High senior David Sanabria had two specific goals in mind when he visited the first-ever Pawtucket School Department Career Fair at the Jacqueline M. Walsh School for

11/03/2022

Here's the link to our appearance on Advice Chaser's educational webinar series tackling the importance of HSAs in a Goals-Based Plan for those that missed it.

://www.youtube.com/watch?v=YYlIK18aAFI

Can an HSA do more than just wait for a rainy day when you haven’t met your deductible or have other unexpected medical expenses? This webinar addresses goal...

09/21/2022

Don't forget to sign up for tomorrow's HSA webinar

HSAs: The Secret to a Goals-Based Plan

09/07/2022

Lodestar Wealth will be the featured speaker during Advice Chaser's webinar on the importance of including HSAs in your Goals-Based Financial Plan. Come here us do what we do best - geek out on the power of HSAs.

08/05/2022

Who wants to move to Europe?

12/30/2021

HSAs funds for pets?!?!? It could happen...

Will they ever be unbound from high-deductible plans? Should participants invest or spend HSA funds? What are the latest trends for employers to know?

11/03/2021

It was great to join Chad Goerner on the recent panel.

Investment fiduciaries are uniquely positioned to improve HSA education. This is particularly true when HSAs are positioned as an integral component of any goals-based retirement planning framework.

Investment fiduciaries can also help plan sponsors facilitate cost savings opportunities at the self-funded health plan level. The potential cost savings opportunities are enormous.

Managing current health costs is a key part of employees’ financial wellness and paying for health care expenses in retirement is a top concern for them, so it makes sense for advisers to include health cost planning in their financial wellness and retirement planning.

10/21/2021

Here's our latest Quarterly Investment Musings where we discuss The October Effect, the debt ceiling, and the importance of Goals-Based Investing:

Lodestar Wealth Investments, Quarterly Update, Aliens, Market Expectations, HSA, Health Savings Account, Goals-Based, Planning, Fiduciary, Financial Health

09/10/2021

Great piece by Horizon Investments® tying together the calamitous situation with Social Security, the dire state of retirement savings, and the need for advice in a Goals-Based Framework.

American workers just got another jolt of bad news about the financial health of Social Security. A recent report moved up the program’s insolvency date...

09/03/2021

Bill Gross - the Co-Founder of PIMCO and former manager of the $270Bn Total Return Fund - says "bonds are investment garbage." If that headline doesn't grab your attention what will. A dynamic portfolio construction process built in a Framework may be more important than ever. Talk to us about how our Polaris Portfolios coupled with a Goals-Based can help to navigate this fixed income environment.

Bill Gross is talking trash about the bond market -- literally.

08/20/2021

A lingering effect of the pandemic is the increased role of technology during open enrollment. Ask us about how our Digital HSA Curriculum can strengthen your benefits offering. We educate your employees on how the HSA can be a stealth retirement account in aiding . It is a great way to engage employees still working remotely with the added benefit that spouses and adult children can join the learning.

Benefits July 28, 2021 2021 Trends in Open Enrollment Decision support is a top focus, and lessons learned from the pandemic are influencing this year’s season as well. Reported by Rebecca Moore The 2020 benefits open enrollment season was like no other, thanks to the COVID-19 pandemic, and plan s...

07/23/2021

Read the latest Quarterly Investment Musings from Lodestar as we tackle inflation, rising taxes, and a disjointed political system

Lodestar Wealth Investments, Quarterly Update, Aliens, Market Expectations, HSA, Health Savings Account, Goals-Based, Planning, Fiduciary, Financial Health