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Mortgage Assumption
In my view, the real estate market is in an interesting pickle. Mortgage rates are near 20-year highs and home prices haven’t slumped...

Mark Mooring
Feb 63 min read
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The Richest Man in Babylon - Book Review
Written by George Clason and originally published in 1926, “The Richest Man in Babylon” is a foundational book when it comes to...

Mark Mooring
Jul 29, 20241 min read
41 views
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Keep It or Toss It: A Quick Guide to Document Retention
Have you opened your file cabinet recently? If you’re anything like me, you may have color-coded file folders stuffed with decade-old...

Sarah Busch
Jul 17, 20242 min read
19 views
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Kaitie's Deep Dive on Trusts
In the last two posts in this series, we covered the essentials of estate planning. Trusts can be an important tool in this process so...

Kaitlin Jones
Jul 12, 20244 min read
30 views
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Estate Planning While You’re Alive
We talked in the last post, Kaitie’s Estate Planning Essentials, about the estate planning steps you can take to handle your stuff...

Kaitlin Jones
Jul 10, 20244 min read
38 views
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Kaitie’s Estate Planning Essentials
In our practice we come across a lot of questions from our clients about what kind of “estate planning” they need to do. There is a lot...

Kaitlin Jones
Jul 8, 20246 min read
63 views
1 comment


Every Form of Refuge Has Its Price
I’ve been tasked with kicking off our new monthly blog series on good and bad advice. "Every form of refuge has its price."

Kaitlin Jones
Jul 1, 20245 min read
27 views
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Be on the lookout for fake websites.
Given the significance of this article, we've taken the liberty of reproducing it directly from Schwab to ensure that you receive the...

Charlotte Jones
Feb 22, 20242 min read
43 views
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The state of taxation: How taxes differ by state
When you think about the impact that taxes have on household finances most people think about federal income tax. But state and local...

Mark Mooring
Jan 10, 20241 min read
149 views
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Understand the Basics of Cybersecurity: 5 Steps to Stay Safe Online
It seems around every corner we are warned of cybersecurity scams and prevention. With AI playing a bigger role, it's hard to know what...

Charlotte Jones
Jan 3, 20242 min read
33 views
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The Importance of Understanding Estate Planning Documents
Estate planning is one of those sensitive topics that nobody wants to think about and all too often is set aside to deal with another...

Sarah Busch
Dec 21, 20233 min read
43 views
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Debt Management vs. Financial Planning
What is financial planning and how does debt fit in the plan? Financial planning is the process of clarifying what your financial picture...

Sarah Busch
Oct 16, 20231 min read
56 views
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What should you be asking your advisor?
Over the past couple of years, I’ve encountered dozens of families who are either considering changing advisors or are looking for their...

Mark Mooring
Sep 13, 20232 min read
70 views
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How Northstar Thinks About Risk
As the market continues to regain steam, we believe it may be a good time to talk about the concept of risk in investing.

Charlotte Jones
Aug 2, 20233 min read
69 views
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A No-Nonsense Guide to Student Loans & Grants
Looking for a breakdown of the different types of federal student loans? Start here!

Kaitlin Jones
Jul 25, 20233 min read
74 views
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Is The Sky Falling? Debt Ceiling by the Numbers
Think the sky is falling due to the debt ceiling crisis? I'm not so sure.

Mark Mooring
May 26, 20233 min read
97 views
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A Primer on Secure Act 2.0
The Secure Act 2.0 contains so many new provisions that improve retirement-savings opportunities that it’s likely to have an impact on you.

Charlotte Jones
Feb 8, 20234 min read
62 views
0 comments


Let us manage your 401(k)
Northstar can manage your full portfolio of investment accounts – even the 401(k) at your current employer.

Charlotte Jones
Jun 13, 20223 min read
83 views
0 comments


Dependent Care FSA vs. Tax Credit
My husband and I have an accepted division of labor on many household chores, and one of those is: he signs us up for benefits through...

Charlotte Jones
Jun 1, 20223 min read
113 views
0 comments


New expertise, to serve you better
The Northstar team is even smarter about Social Security and Medicare benefits!

Charlotte Jones
May 20, 20221 min read
38 views
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