Charlotte Jones
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.
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Charlotte Jones
- Jun 13, 2022
- 3 min
Let us manage your 401(k)
Northstar can manage your full portfolio of investment accounts – even the 401(k) at your current employer.
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Charlotte Jones
- Jun 9, 2022
- 1 min
Summer Artwalk Reception
We will host an Artwalk reception on June 16, 4 - 8 PM at our office downtown. Hope to see you there!
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Charlotte Jones
- Jun 1, 2022
- 3 min
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...
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Charlotte Jones
- May 20, 2022
- 1 min
New expertise, to serve you better
The Northstar team is even smarter about Social Security and Medicare benefits!
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Kaitlin Jones
- May 5, 2022
- 5 min
Why did I pay so much capital gains tax this year?
Feeling like you paid more than normal in capital gains in 2021? You probably did - here's why.
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Charlotte Jones
- Mar 30, 2022
- 1 min
(Y)Our Financial Conference
The Northstar team will be at the Our Financial Conference this Friday.
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Kaitlin Jones
- Jan 31, 2022
- 2 min
Tax Updates
Kaitlin outlines what's new for individuals filing their 2021 taxes.
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Charlotte Jones
- Dec 15, 2021
- 1 min
Our Holiday ArtWalk Reception
If you're looking for holiday cheer, hot chocolate, cookies, giftable art, or a chance to catch up with your Northstar team - you can get...
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Charlotte Jones
- Oct 28, 2021
- 2 min
Opting Out of the WA Cares Fund
Thinking of opting out of the WA Cares Fund? Read on for the 5 steps to make that happen.
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Kaitlin Jones
- Oct 6, 2021
- 5 min
Washington's New Long-Term Care Tax
Learn the basics of Washington's new Long-Term Care Payroll Tax.
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Mark Mooring
- Sep 8, 2021
- 2 min
The Cost of Conflicted Advice
A report from the Obama Whitehouse quantifies the importance of getting objective advice from your financial advisor.
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Mark Mooring
- Sep 2, 2021
- 3 min
Basics of Long Term Care Insurance
Since we have received questions recently about Long Term Care Insurance, we thought we would post a primer on the basics.
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Charlotte Jones
- Aug 30, 2021
- 3 min
Teaching Kids About Money, by an advisor's kid
Tips on teaching kids about managing their money...from one of our kids.
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Charlotte Jones
- Jul 27, 2021
- 2 min
Our new look
In June we started rolling out our "new look" - new logo, refreshed website, new brochures, business cards and color scheme. I've spent...
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Kaitlin Jones
- Jun 23, 2021
- 2 min
The expanded 2021 child tax credit could help your family finances
Families with children living at home may not have to wait until 2022 to receive their 2021 child tax credit.
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Charlotte Jones
- Jun 11, 2021
- 1 min
What is ESG Investing?
ESG investing is one type of socially responsible investing, and it represents a growing trend among investors.
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Mark Mooring
- Jun 8, 2021
- 2 min
When Should I Take Social Security?
Should you take your social security benefits at "full retirement age" or wait to collect a bigger benefit at age 70?
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Kaitlin Jones
- May 13, 2021
- 4 min
Is Debt-Free the Way to Be?
Most mornings when I first sit down in my office, I like to take a minute or two to look over a few news sites while sipping my coffee....
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