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Valuable information and resources to help you increase your financial knowledge and make good financial decisions.

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...

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."

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...

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.

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...

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...

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...

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.

Keep It or Toss It: A Quick Guide to Document Retention

Debt Management vs. Financial Planning

A No-Nonsense Guide to Student Loans & Grants

Kaitie's Deep Dive on Trusts

Estate Planning While You’re Alive

Kaitie’s Estate Planning Essentials

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