Posts By :

Northstar Financial Planners

The Talk Every Adult Should Have with Their Parents
150 150 Northstar Financial Planners

By Mia Kitner Let’s talk about “the talk.” It’s the talk with our parents that we as adult children tend to avoid—sometimes out of fear and other times because it…

read more
Social Security for Divorcees
150 150 Northstar Financial Planners

By Steve Tepper, CFP®, MBA Spousal benefits are an important part of Social Security, and for many people, those benefits are still available even after divorce. While rules on spousal…

read more
Advisor Compensation 101
150 150 Northstar Financial Planners

By Steve Tepper, CFP®, MBA There’s big news in my world: After several months of searching, I have a contract to buy a condo downtown. Without a doubt, my real…

read more
Self-Directed Accounts—Be Careful!
150 150 Northstar Financial Planners

By Allen Giese, ChFC®, CLU® Miami-Dade firefighters: In your 457 deferred comp plan or your FRS investment plan, do you use the self-directed account? If you’re not, are you thinking…

read more
Social Media and Our Finances
150 150 Northstar Financial Planners

By Mia Kitner As a millennial myself, I can’t help but be associated with all the positive and negative connotations we hear about our age group. We “live in our…

read more
The Buffett Challenge: Year 9 Update
150 150 Northstar Financial Planners

By Steve Tepper, CFP®, MBA Nearly 10 years ago, Berkshire Hathaway CEO (and arguably one of the best investors on Earth) Warren Buffett issued a challenge to the hedge fund…

read more
Love Paying Extra Taxes? Then a Deferred Comp Loan Is for You!
150 150 Northstar Financial Planners

I’m Allen Giese, President of Northstar Financial Planners in Plantation, Florida. Our firm specializes in helping Miami-Dade fire fighters make better decisions with their money. I want to talk to…

read more
Should Investors Sell After a “Correction”?
150 150 Northstar Financial Planners

Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than…

read more
The Wisdom of Yogi Berra
150 150 Northstar Financial Planners

September 22, 2015 marked the passing of baseball legend Yogi Berra at the ripe young age of 90. The Hall of Fame catcher was also well-known for a lifetime of…

read more
The Myths of Bonds
150 150 Northstar Financial Planners

Bonds have a place in just about every portfolio. At Northstar, we prefer to buy bond mutual funds rather than individual bonds for many reasons, but they serve the same…

read more