Lodestar Wealth

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.

Students flock to first-ever Pawtucket Schools career fair 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

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

HSAs The Secret to a Goals Based Plan 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...

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

HSAs: The Secret to a Goals-Based Plan HSAs: The Secret to a Goals-Based Plan

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.

Who wants to move to Europe?

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

Experts answer questions about HSAs | BenefitsPRO 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?

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.

Including HSAs in an Adviser’s Practice | PLANADVISER 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.

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

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.

Americans Seek Advice Amid Social Security’s Financial Stress 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...

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 Says Bonds Are ‘Investment Garbage’ Amid Low Yields Bill Gross is talking trash about the bond market -- literally.

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.

https://www.plansponsor.com/in-depth/2021-trends-open-enrollment/

2021 Trends in Open Enrollment | PLANSPONSOR 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...

Read the latest Quarterly Investment Musings from Lodestar as we tackle inflation, rising taxes, and a disjointed political system
https://lodestarwealth.hubspotpagebuilder.com/lodestar-wealth-quarterly-investment-musings?utm_medium=email&_hsmi=143007413&_hsenc=p2ANqtz-9Yk_AE9q-lbKPylHi9jwPwE46PkiYv-st8ii8Py-dilFUC_j-k2lFP-qnLacdeNBvBTVNGDV0CU4SueMMXFnH50PoqyLemUKuiEeg9aFsBI8waOXE&utm_content=143007413&utm_source=hs_email

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

Keep an eye out for this...
https://www.marketwatch.com/story/inflation-is-surging-how-high-will-it-go-check-out-marketwatchs-new-tracker-11623349730

Inflation is surging. How high will it go? Check out MarketWatch’s new tracker. The cost of living --- aka inflation --- has surged to the highest level in more than a decade as the U.S. economy fully reopens. How high will it go? How...

"Heroism is latent in every human soul - However humble or unknown, they (the veterans) have renounced what are accounted pleasures and cheerfully undertaken all the self-denials - privations, toils, dangers, sufferings, sicknesses, mutilations, life-long hurts and losses, death itself - for some great good, dimly seen but dearly held." - Brevet Major General Joshua Lawrence Chamberlain

Always encouraging to see sensible legislation created with bipartisan support



https://www.benefitspro.com/2021/05/26/top-secure-act-2-0-benefits-for-plan-sponsors-and-participants/?kw=Top%20SECURE%20Act%202.0%20benefits%20for%20plan%20sponsors%20and%20participants&utm_source=email&utm_medium=enl&utm_campaign=bprodaily&utm_content=20210527&utm_term=bpro

Top SECURE Act 2.0 benefits for plan sponsors and participants | BenefitsPRO From tax credits to changes in RMDs to allowing CITs in 403(b)s, this legislation has many provisions meant to encourage employers to offer retirement plans.

Health + Wealth By The Numbers:
- A couple retiring today will need approximately $300,000 to cover medical expenses
- Retiree healthcare costs have risen 30% since 2011 and 88% since 2002
- 58% of employees say they’ve spent little or no time planning to meet these costs

These staggering statistics show the impact that healthcare costs have on your financial wellbeing. Whether you're an individual investor or plan sponsor, it makes sense to begin looking at bridging the gap between Health + Wealth. As the article describes, an HSA may be an important part of the solution.

https://www.planadviser.com/case-health-plus-wealth-numbers/?utm_source=newsletter&utm_medium=email&utm_campaign=PAdash

The Case for ‘Health Plus Wealth’ Is in the Numbers | PLANADVISER The projected cost of health care for the average couple retiring today is up 30% from 10 years ago, according to new data shared by Fidelity, underscoring the need to muster more holistic financial planning resources for workers and retirees.

Take a few minutes to read our recent Quarterly Investment Musings from our CIO Carl Hall as he talks markets, crypto, geopolitics and more

https://lodestarwealth.hubspotpagebuilder.com/lodestar-wealth-quarterly-investment-musings

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

A key reason as to why you should shop your healthcare and in many cases avoid a hospital setting https://www.benefitspro.com/2021/03/08/study-medicare-payments-for-doctors-much-higher-when-billed-by-hospitals-than-by-practices/?kw=Study:%20Medicare%20payments%20for%20doctors%20much%20higher%20when%20billed%20by%20hospitals%20than%20by%20practices&utm_source=email&utm_medium=enl&utm_campaign=bprodaily&utm_content=20210309&utm_term=bpro

Study: Medicare payments for doctors much higher when billed by hospitals than by practices | BenefitsPRO Payments billed by hospitals were an average of $114,000 per doctor per year higher.

This survey speaks to the interconnectivity of health + wealth
https://www.benefitspro.com/2021/02/22/most-workers-satisfied-with-health-benefits-but-some-would-take-less-pay-for-more-of-them/?kw=Most%20workers%20satisfied%20with%20health%20benefits%2C%20but%20some%20would%20take%20less%20pay%20for%20more%20of%20them&utm_source=email&utm_medium=enl&utm_campaign=bprodaily&utm_content=20210223&utm_term=bpro

Most workers satisfied with health benefits, but some would take less pay for more of them | BenefitsPRO Results from two surveys shed light on employee views about health and retirement plans.

Check out our newest Navigation Points Blog post: GameStop, Silver and the Reddit Rebel Effect

https://lodestarwealth.hubspotpagebuilder.com/navigationpointsblog

Lodestar Wealth Navigation Points Investment Blog Lodestar Wealth, Investment Blog, Reddit Rebels, Short Squeeze, Gamestop, HSA, Health Savings Account, Goals-Based, Planning, Silver, Wallstreet, Gold, SLV