Lone Star Financial Services

Lone Star Financial Services Lone Star Financial Services helps our clients tackle the challenges of their unique financial planning needs.

What’s in Congress’s $1.9 trillion covid bill: Checks, unemployment insurance and more
03/11/2021

What’s in Congress’s $1.9 trillion covid bill: Checks, unemployment insurance and more

The House is poised to approve the American Rescue Plan on Wednesday, sending the sprawling package to President Biden’s desk.

Due to COVID relief, experts brace for a flood of tax-filing extensions.
03/04/2021

Due to COVID relief, experts brace for a flood of tax-filing extensions.

Millions may apply for extra time to file taxes this year thanks to complications from relief efforts to help individuals and businesses affected by Covid.

6 Social Security Changes for 2021
02/22/2021

6 Social Security Changes for 2021

Here are the key changes to Social Security taxes and benefits that take effect on Jan. 1, 2021.

Start Planning for Your 2021 RMDs Now
02/19/2021

Start Planning for Your 2021 RMDs Now

The CARES Act waived required minimum distributions from IRAs and 401(k)s for 2020, but the waiver was not extended with the most recent COVID relief package.

How much income will your 401(k) provide?
02/11/2021

How much income will your 401(k) provide?

Helping to answer the looming retirement question: ‘Will I have enough?’

20 Steps to Take When Preparing for Retirement
02/09/2021

20 Steps to Take When Preparing for Retirement

Making money-related changes now can reduce financial stress during retirement.

7 Things to Consider If You Are Planning to Retire This Year
01/28/2021

7 Things to Consider If You Are Planning to Retire This Year

It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.

This is a retirement surprise you’re probably not planning forPeople are retiring earlier, but not always by choice. Hea...
01/18/2021

This is a retirement surprise you’re probably not planning for

People are retiring earlier, but not always by choice. Health issues or job losses are often the contributing factors. Early retirement is living the dream when planned for however, when unanticipated, can have a significant impact on your ability to live the lifestyle you envision. A difference of a couple of years can make a bigger difference than you’d think. Minimize this risk by having a view into what you will need and be intentional about your plan to get there. "Even if you don’t plan to retire early, you should save like you may have to."

You may have to leave the workforce sooner than expected. One big reason today's retirees cut their careers short: their health. Here's how to save with those unexpected events in mind.

Here’s a decade-by-decade guide to retirement planning
01/13/2021

Here’s a decade-by-decade guide to retirement planning

Hitting key milestones at early ages can get you in solid financial shape for retirement. Saving in 401(k) plans, and individual retirement accounts can help.

People are retiring earlier, but not always by choice.
12/29/2020

People are retiring earlier, but not always by choice.

You may have to leave the workforce sooner than expected. One big reason today's retirees cut their careers short: their health. Here's how to save with those unexpected events in mind.

Starting up your own business and re-investing in it is important to help your business grow but many small business own...
12/22/2020

Starting up your own business and re-investing in it is important to help your business grow but many small business owners do this at the expense of their personal finances. This article covers five key personal finance tips for small business owners to consider.

If you’re a business owner, it pays to get smart about your personal finances. We share personal finance tips to help you make better financial moves in your personal life.

What You Need to Know About Taxes and Your RetirementPlanning for retirement can be fairly complex as there are multiple...
12/16/2020

What You Need to Know About Taxes and Your Retirement

Planning for retirement can be fairly complex as there are multiple factors to consider. One of them is everyone’s favorite topic – taxes! It could be your biggest retirement expense.

When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. But the topic of taxes and your retirement income is vitally important for your retirement planning.

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