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Northstar Financial Planners

Calculating Risk Tolerance
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By Steve Tepper, CFP®, MBA The investment part of our clients’ financial plans tends to be a simple, yet elegant thing—a low-cost, well-diversified portfolio containing a handful of mutual funds,…

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Bitcoin 101: What You Should Know About Cryptocurrency
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By Mia Kitner Bitcoin has made recent headlines, and by now we are all familiar with the term cryptocurrency. Cryptocurrencies are digitized currencies that are rising in popularity, and many…

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Parents of College Students: Please Read
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By Steve Tepper, CFP®, MBA You’ve sent your kid off to school. Congratulations, and if you need a good contractor to convert that bedroom into an exercise room, let me…

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Great Questions to Ask a Financial Advisor
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 By Allen Giese, ChFC®, CLU® Imagine you are meeting with a new financial advisor tomorrow who was recommended to you by a close friend. What questions should you ask…

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Northstar’s Reading List
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By Mia Kitner Reading a good book can lower your stress and improve your focus, and studies have shown that the habit can improve your short-term and long-term memory. While these…

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Your Year-End Financial Checklist
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By Steve Tepper, CFP®, MBA This month we once again give you our annual reprint of a handy financial checklist. So here are a few things to think about in…

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Wealth Management: So Much More Than Just Investment Consulting
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By Allen Giese, ChFC®, CLU® So there’s a lot of advisors out there these days calling themselves “wealth managers.” What is a wealth manager, and how is it any different…

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Pet Projects
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By Steve Tepper, CFP®, MBA If you are inclined to spend money like the rich, famous, and ultra-affluent, here are some ideas: Louis Vuitton offers a monogrammed carry sack for…

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Cybersecurity, Identity Theft, and What We Should All Know
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By Mia Kitner By now it’s not news that cybersecurity concerns have taken center stage in the country. Equifax, one of the three leading credit reporting agencies in the U.S.,…

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The Emerging Market Bounce
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By Steve Tepper, CFP®, MBA You’d have to be a little crazy to invest in emerging markets right now. There are so many problems in the second and third world,…

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