Let’s talk about insurance. If you made it past the that first sentence without nodding off, that’s a great start! For wealthy Americans, the Tax Cuts and Jobs Act can have significant implications on their insurance needs.
Ultra-High net worth families regularly stress test their plans to help ensure those plans are both state-of-the-art as well as in line with their needs and wants. Here’s why you should join them in that effort – even if you’re not nearly as wealthy.
We welcome Richard Lottier to the Northstar Family. Richard joined us as Client Service Specialist in May, 2018.
Do mutual funds reward investors for the risks they take? We take a look at DFA’s annual review to see.
Here’s the next million-dollar idea: earbuds that cancel out the financial news so you can stay on course to achieve your goals.
Some advisors make recommendations that are “suitable” for a client. Sounds OK, right? Not so fast—that advice might not be in your best interest.
We live in a wonderful era with technology advancing at a remarkable rate. And we’re finding that technology is really changing the financial advisory business.
What people usually say when they first see me is “Man, you spend way too much time in the gym.” What happens next is I wake up.
Imagine you are sitting there looking at the list of mutual funds in your 401(k) or retirement plan, and you’re trying to decide “Which are the better funds? Which funds should I pick?” Or maybe you are just shopping for funds to invest in.
We have all heard about the market volatility lately. But what does it mean? What exactly does volatility mean in terms of your portfolio? In raw terms, the definition implies an item or measurement scale that is prone to change. Let’s dig into it …
I’m a big fan of classic movies. I’ve seen every Oscar winner and every movie on the American Film Institute Top 400, British Film Institute Top 100, and the Internet Movie Database Top 250.
A few highlights from the Tax Cuts and Jobs Act that may affect you.
Consider this daunting statistic: If a couple retires at age 62, they had just 40 years to save for a 30-year retirement.
People tend to have one crucial concern about retirement, and that is whether their money will last as long as they do. Our ebook offers steps to help.
Determining how much portfolio risk exposure you should have is crucial, but just how do you figure it out?
Bitcoin is making headlines, but is it here to stay or just a bubble? We explore the basics of cryptocurrency.
We can’t always protect our children when they are young adults, but a power of attorney can help us help them should they become incapacitated.
When you are shopping for a financial advisor, ask these five questions for insight into whether the advisor can really help you.
With the holidays’ approach, many of us are thinking of New Year’s resolutions. If yours is to read more books, this list might help.
When you take a break from tree decorating, light untangling, and latke frying, check out our year-end financial checklist.
When folks think of wealth management, they usually think of investment consulting. But true wealth management goes much deeper.
When mere extravagance for your beloved pooch isn’t enough, consider these luxuries that the ultra-affluent shower on their beloved pups.
Cases like the Equifax data breach are the new norm. Here are steps you can take to help protect your identity.
Incorrect media predictions about emerging markets underscore why we remain committed to broad investment across many asset classes.
When it comes to your finances, don’t settle for something that’s just “suitable.” Go for the brass ring—the fiduciary standard.
The World Economic Forum projects a $400 trillion retirement savings gap by 2050. It’s clear that people need to take responsibility for their own retirement.
The WannaCry ransomware attack infected more than 230,000 computers globally. To keep your information out of hackers’ hands, follow these best practices.
Some Florida Retirement System special risk employees get a sales pitch about combining Option 1 and life insurance. Please think twice before you do.
Talking about wills, trusts, and other end-of-life issues with our parents may make us uncomfortable, but it is a crucial conversation.
Social Security rules for married couples are pretty well known, but let’s consider the rules for divorcees.