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Written by George Clason and originally published in 1926, “The Richest Man in Babylon” is a foundational book when it comes to...

Have you opened your file cabinet recently? If you’re anything like me, you may have color-coded file folders stuffed with decade-old...

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...

We talked in the last post, Kaitie’s Estate Planning Essentials, about the estate planning steps you can take to handle your stuff...

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...

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

Given the significance of this article, we've taken the liberty of reproducing it directly from Schwab to ensure that you receive the...

When you think about the impact that taxes have on household finances most people think about federal income tax.  But state and local...

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...

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...

What is financial planning and how does debt fit in the plan? Financial planning is the process of clarifying what your financial picture...

Over the past couple of years, I’ve encountered dozens of families who are either considering changing advisors or are looking for their...

As the market continues to regain steam, we believe it may be a good time to talk about the concept of risk in investing.

Looking for a breakdown of the different types of federal student loans? Start here!

Think the sky is falling due to the debt ceiling crisis? I'm not so sure.

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.

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

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...

The Northstar team is even smarter about Social Security and Medicare benefits!

Feeling like you paid more than normal in capital gains in 2021? You probably did - here's why.