FleetStar Financial

You might be surprised at how complex Social Security planning can be. Here are a handful of questions that a financial professional can help you address:

Social Security Questions a Financial Professional Can Address Believe it or not, your financial situation and circumstances are unique. Factors such as debt, your health, the age of your children if you have them, and other seemingly disparate factors profoundly influence your financial standing as you

As we transition into the cooler months and approach October, a crucial update awaits retirees: the announcement of the 2023 Cost of Living Adjustment (COLA) for Social Security.

The Financial Importance of October for Seniors As we transition into the cooler months and approach October, a crucial update awaits retirees: the announcement of the 2023 Cost of Living Adjustment (COLA) for Social Security. "COLA" is an abbreviation for "cost of living adjustment," a term that

It’s no secret that there’s been a lot happening in our economy lately. If you are a person who is headed into retirement, markets, prices, and economic events play a key role in what decisions you make with your retirement funds, timelines, and budgets.

Economic Update: Interest Rates, Inflation, and Government Debt It’s no secret that there’s been a lot happening in our economy lately. You may have seen headlines about interest rate hikes or the debt ceiling. We’re still feeling the aftereffects of economic decisions made during the pandemic

Most people have a desire to give back. Having dedicated most of your life to work, you might be considering donating to charitable causes. So how do you do this in retirement?

Tips for Charitable Donations In Retirement Most people have a desire to give back. Having dedicated most of your life to work, you might be considering donating to charitable causes. However, if you're in retirement and relying on funds from avenues like social security or your

While you might understand that treasury securities offer some type of interest yield, have you ever wondered how they work or what your money goes towards? This blog aims to clarify a few key details about treasury securities you may not have known.

A Quick Guide to Treasury Securities While you might understand that treasury securities offer some type of interest yield, have you ever wondered how they work or what your money goes towards? This blog aims to clarify a few key details about treasury securities you may

Healthcare can be one of the biggest expenses for you during your retirement. And while everyone is different, part of retirement planning is trying to prepare as much as possible for potential costs.

2 Keys to Covering Healthcare in Retirement Healthcare can be one of the biggest expenses for you during your retirement. And while everyone is different, part of retirement planning is trying to prepare as much as possible for potential costs. You may not know your costs

“How much do I need to retire?” This is one of the most frequently asked questions in the world of retirement finance. So how do you answer it?

How Much Do You Really Need to Retire? "How much do I need to retire?" This question is one of the most common in the retirement finance realm. For those new to retirement planning, it can be a challenging question to tackle. This write-up aims to

Put plainly: a taxable event is a transaction that causes someone to owe money to the government in the form of taxes. But when it comes to retirement and savings, there are a few important taxable events that you might want to keep an eye on.

What is a Taxable Event? Put plainly: a taxable event is a transaction that causes someone to owe money to the government in the form of taxes. Seems simple enough, right? When it comes to retirement and savings, there are a few important taxable events that

Before 1978, most retirement plans were set up as pensions. So, what changed in 1978?

Where Did Pensions Go? Before 1978, most retirement plans were set up as pensions. Although the term “pension” can colloquially refer to any kind of retirement account, usually what is meant by “pension” is a defined-benefit plan. “Defined-benefit plan” is a technical term for a retirement

It appears we might be reaching the end of high inflation. Read more in our blog!

A Report on Inflation for the Summer of 2023 The topic of inflation has been sparking intense debate in the realms of finance and politics recently. It's possible that you've personally experienced the effects of inflation. Maybe you've gone to purchase something only to find it's