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Northstar Financial Planners

Giving Back
150 150 Northstar Financial Planners

Sometimes we just need to give something back. No, I’m not talking about the stock market as of late, however, I can certainly see it there too. I’m talking about…

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The Patience Principle
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Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer term…

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What To Do With a Stinky 401(k)
150 150 Northstar Financial Planners

An employer-sponsored retirement plan, such as a 401(k), can offer many benefits to help you build retirement savings. Standard plans offer: Convenient, routine contributions through payroll deduction. Once you set…

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Estate Planning for Unwed Couples
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As more and more long-term couples delay marriage or choose not to marry, estate planning becomes more complicated. That’s since in addition to a great party and the fattiest cake…

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Greece is the Word
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In recent weeks, the world’s markets and media financial pages have focused intensely on the standoff between debt-laden Greece and its international lenders over the conditions of any further bailout.…

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401(k) Loans: Pros and Cons
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You’re looking for a quick source of money, either to pay down debt or for emergency cash needs. At first glance, your 401(k) account might look like a tempting source…

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Retirement Investment Myths
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As with most other complicated topics, retirement investing comes with a set of overly simplified, generally accepted rules, many of which are wrong at best, disastrous to your portfolio at…

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T.D. Ameritrade AdvisorClient Mobile App
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If you have a T.D. Ameritrade account managed by Northstar and an iPhone, you now have the ability to view your real-time account balance, positions and transaction history on your…

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Tax Planning: Low-Basis Assets
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In converting new clients’ investments to low-cost, highly diversified portfolios, we usually need to liquidate some or all of the clients’ existing assets, which often times results in realization of…

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All-Terrain Investing
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Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. In…

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