Mark Mooring
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...
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Charlotte Jones
- Aug 2
- 3 min
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.
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Kaitlin Jones
- Jul 25
- 3 min
A No-Nonsense Guide to Student Loans & Grants
Looking for a breakdown of the different types of federal student loans? Start here!
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Charlotte Jones
- Jun 12
- 1 min
We're Hosting - ArtWalk 2023
Stop by our office at 110 South Main Street for cookies, wine, and beautiful art!
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Mark Mooring
- May 26
- 2 min
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.
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Charlotte Jones
- Feb 8
- 4 min
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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