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Steve Doster, CFP®
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  • San Diego, CA
  • United States
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Steve Doster, CFP® posted a blog post

Jim and Steve’s Investment Journey: Part VI of VI

The final part to Jim & Steve's story! Be sure to read their takeaway's on how to find financial advice. And catch up on all six parts if you haven't been following their investment journey!Jim & Steve's Investment Journey: Part VI of VISee More
May 6, 2013
Steve Doster, CFP® posted a blog post

Jim and Steve’s Investment Journey: Part V of VI

Since this blog is about our journey from active investing with a big bank to “do-it-yourself” investing, using advice and direction from a certified financial planner (CFP), we are not going to try to convince anyone that passive investing is better than active or vice versa.  Rather, the recommendation that we are making is to take the time to research both approaches.  And, take the time to learn all about CFP’s.  There is a lot of misinformation on the Internet.  So, we will provide a few…See More
Apr 11, 2013
Steve Doster, CFP® posted a blog post

Top Five Secrets About Roth IRA's

Many years ago, the federal government did something amazing – they created the Roth IRA. The reason it’s so amazing is because you never pay tax on money after it’s deposited into a Roth IRA. Many people already know how great Roth IRAs are for retirement savings. However, there are important things most people don’t know about Roth IRAs. Here are my top five secrets about these accounts. Read more...See More
Mar 8, 2013
Steve Doster, CFP® posted a blog post

Jim & Steve's Investment Journey: Part III of VI

The third and last bank that we interviewed looked more promising than the rest.  The lead wealth manager seemed knowledgeable and personable.  We could tell that he was very smooth and experienced at convincing new clients to “join his team.”  After our first meeting with him, we felt that if “active management” was right for us, this may be the right bank.  The second meeting with him included his team.  It was during that meeting when we decided to reject the active management model…See More
Mar 1, 2013
Steve Doster, CFP® posted a blog post

Good Stuff In The Fiscal Cliff Deal

The media can be real Debbie-Downers sometimes. They spend months covering the negative part of a situation. Then it gets resolved and they are on to the next crisis. The Fiscal Cliff is a great example. For several months, there were all kinds of predictions about the bad things about to happen. However, Congress came through with a deal that fixed several long-term problems.Very little coverage was given to the details of the deal before the media began talking about the looming debt ceiling…See More
Feb 8, 2013
Steve Doster, CFP®'s blog post was featured

Financial Benefits of Marriage Equality

I’m sure you’ve all heard by now that the Supreme Court has decided to hear cases on the Defense Of Marriage Act (DOMA) and Proposition 8. Let’s assume DOMA is ruled unconstitutional and Prop. 8 is overturned. That would mean same-sex couples could legally marry in California and qualify for the 1,100 federal benefits currently received by opposite-sex married couples.The financial benefits for same-sex married couples are far-reaching. The impact of the Supreme Court’s decision will be seen…See More
Jan 2, 2013
Steve Doster, CFP® posted a blog post

Financial Benefits of Marriage Equality

I’m sure you’ve all heard by now that the Supreme Court has decided to hear cases on the Defense Of Marriage Act (DOMA) and Proposition 8. Let’s assume DOMA is ruled unconstitutional and Prop. 8 is overturned. That would mean same-sex couples could legally marry in California and qualify for the 1,100 federal benefits currently received by opposite-sex married couples.The financial benefits for same-sex married couples are far-reaching. The impact of the Supreme Court’s decision will be seen…See More
Jan 2, 2013
Steve Doster, CFP®'s blog post was featured

The Investment Answer

The American public has a huge lack of knowledge about investments. The reasons for this are numerous. The education system doesn’t teach kids about personal finance. People generally aren’t interested in investing. Plus the rules of the game are purposely made complicated to act as a barrier to learning. The less the public knows about investments, the more money can be made off of them.This…See More
Dec 12, 2012
Steve Doster, CFP® posted a blog post

The Investment Answer

The American public has a huge lack of knowledge about investments. The reasons for this are numerous. The education system doesn’t teach kids about personal finance. People generally aren’t interested in investing. Plus the rules of the game are purposely made complicated to act as a barrier to learning. The less the public knows about investments, the more money can be made off of them.This…See More
Dec 12, 2012
Steve Doster, CFP®'s blog post was featured

Unknown Medical Bills Can Cost You Thousands

Collection agencies contacted 30 million people for unpaid medical bills in 2010, according to a survey by The Commonwealth Fund. It’s estimated that about one-third of those collections were the result of billing errors. You’d think that someone’s credit score wouldn’t be damaged by a billing error that wasn’t their fault. Unfortunately, that’s not the case. Read more...See More
Nov 26, 2012
Steve Doster, CFP® posted a blog post

Unknown Medical Bills Can Cost You Thousands

Collection agencies contacted 30 million people for unpaid medical bills in 2010, according to a survey by The Commonwealth Fund. It’s estimated that about one-third of those collections were the result of billing errors. You’d think that someone’s credit score wouldn’t be damaged by a billing error that wasn’t their fault. Unfortunately, that’s not the case. Read more...See More
Nov 26, 2012
Steve Doster, CFP® is attending GSDBA's event
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November Benefit Mixer @ WEST ELM at west elm

November 15, 2012 from 6pm to 8pm
GOOD FOOD, GOOD FRIENDS, GOOD FUNEat, drink and be merry as we kick off the holiday season! Enjoy  an evening of holiday cheer to benefit theImperial Court de San Diego’s Annual Toy & Blanket DriveBeverages courtesy of  Barefoot Wine and Gordon Biersch. With finger food by both Pita Jungle and Gordon Biersch, plus some sweet treats as well!$15 per person or please bring a new, unwrapped blanket or toyThis is a 21+ event | Free parkingSee More
Nov 13, 2012
Steve Doster, CFP®'s blog post was featured

Be Smart When Choosing Employee Benefits

It’s that time of year when your employer rolls out their 15% increase to your health insurance payment. That’s a bad joke, but most likely a true statement. It’s also the time to review all of your employee benefits and sign up for the options that you need. Here are my tips and things to consider when choosing your benefits this year. Read more...See More
Nov 2, 2012
Steve Doster, CFP® posted a blog post

Be Smart When Choosing Employee Benefits

It’s that time of year when your employer rolls out their 15% increase to your health insurance payment. That’s a bad joke, but most likely a true statement. It’s also the time to review all of your employee benefits and sign up for the options that you need. Here are my tips and things to consider when choosing your benefits this year. Read more...See More
Nov 2, 2012
Steve Doster, CFP®'s blog post was featured

Retirees save money by choosing the right Medicare Part D plan

Retirees live on a fixed income, so it is extremely important to get the biggest bang for those bucks. One way to do that is to confirm that you have the best Medicare Part D prescription drug plan. Retirees can boost their spendable income by reducing their Medicare costs with the right drug plan that matches the medicines they take.Now is the perfect time to check your Medicare Part D coverage. You can switch plans during the Annual Open Enrollment Period, which is from Oct. 15 through Dec.…See More
Oct 17, 2012
Steve Doster, CFP® posted a blog post

Retirees save money by choosing the right Medicare Part D plan

Retirees live on a fixed income, so it is extremely important to get the biggest bang for those bucks. One way to do that is to confirm that you have the best Medicare Part D prescription drug plan. Retirees can boost their spendable income by reducing their Medicare costs with the right drug plan that matches the medicines they take.Now is the perfect time to check your Medicare Part D coverage. You can switch plans during the Annual Open Enrollment Period, which is from Oct. 15 through Dec.…See More
Oct 17, 2012

Profile Information

Are you currently a paid GSDBA Member?
Yes
I am joining as (choose one)
Current GSDBA Member
Business Name
Doster Financial Planning
Business Category
Financial Planning
Phone Number
619-688-1192
Mailing address
7676 Hazard Center Dr, Suite 500
State
CA
City
San Diego
Zipcode
92108
Website
http://www.dosterfinancialplanning.com
Email Address
steve@dosterfinancialplanning.com
Description of services
Doster Financial Planning (DFP) is a commission-free firm, which quite simply means we don’t sell financial products or get paid by 3rd parties for our recommendations. Our only interest is in educating our clients to understand and select the best ways to achieve their unique financial future.

What sets us apart from other financial planners is our ability to explain your financial life in an approachable and understandable way. This enables our clients to alleviate the fear of managing their own finances and investments, and converting that fear into a feeling of empowerment through knowledge.

We work with do-it-yourself investors. However, that does not mean our clients are financial experts. The only requirement is that you are comfortable using the internet. We provide the expertise and support to make you a successful do-it-yourself investor.

Contact us for a complimentary, no-obligation introduction meeting to explore how DFP can help achieve your financial goals.

Steve Doster, CFP®'s Blog

Jim and Steve’s Investment Journey: Part VI of VI

The final part to Jim & Steve's story! Be sure to read their takeaway's on how to find financial advice. And catch up on all six parts if you haven't been following their investment journey!

Jim & Steve's Investment Journey: Part VI of VI

Posted on May 3, 2013 at 3:21pm

Jim and Steve’s Investment Journey: Part V of VI

Since this blog is about our journey from active investing with a big bank to “do-it-yourself” investing, using advice and direction from a certified financial planner (CFP), we are not going to try to convince anyone that passive investing is better than active or vice versa.  Rather, the recommendation that we are making is to take the time to research both approaches.  And, take the time to learn all about CFP’s.  There is a lot of misinformation on the Internet.  So, we will…

Continue

Posted on April 10, 2013 at 5:02pm

Top Five Secrets About Roth IRA's

Many years ago, the federal government did something amazing – they created the Roth IRA. The reason it’s so amazing is because you never pay tax on money after it’s deposited into a Roth IRA. Many people already know how great Roth IRAs are for retirement savings. However, there are important things most people don’t know about Roth IRAs. Here are my top five secrets about these accounts. Read more...

Posted on March 8, 2013 at 1:32pm

Jim & Steve's Investment Journey: Part III of VI

The third and last bank that we interviewed looked more promising than the rest.  The lead wealth manager seemed knowledgeable and personable.  We could tell that he was very smooth and experienced at convincing new clients to “join his team.”  After our first meeting with him, we felt that if “active management” was right for us, this may be the right bank.  The second meeting with him included his team.  It was during that meeting when we decided to reject the…

Continue

Posted on March 1, 2013 at 9:29am

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