Allen Giese, ChFC®, CLU®
One of the Best-Kept Secrets in Charitable ...

Discover how donor-advised funds offer a flexible, tax-smart way to simplify and amplify your charitable giving—without the hassle of a private foundation.

Retirement Planning
Allen Giese, ChFC®, CLU®
The 5 Biggest FRS Retirement Mistakes

Watch this video to learn about the five biggest mistakes we see FRS Special Risk participants making.

Investment Management
Northstar Financial Planners Inc.
To Bit or Not to Bit: Investing in Crypto

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

Investment Management
Northstar Financial Planners Inc.
Tales from The Crypto: Cautionary Bitcoin ...

Bitcoin and related cryptocurrencies are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.

Investment Management
Steve Tepper, CFP®, MBA
Trading into Stock Frenzies: A Lesson in ...

Forget GameStop. Here’s some real-life investing lessons to learn from fictitious company LameSlop.

[Video] FRS Retirement: What Every Young Public Safety Officer Should Know

[Video] FRS Retirement: What Every Young Public Safety Officer Should Know

If you’re an FRS special risk participant in the early or middle stages of your career, learn how the financial choices you make now can shape your retirement.

How to Find a Fiduciary, Fee-Only Financial Advisor in South Florida

Why choosing a fiduciary, fee-only financial advisor in South Florida matters for retirement, FRS special risk employees, and families with special planning needs.

[Video] When the Roth Option in Your Deferred Comp Isn’t a Good Idea

[Video] When the Roth Option in Your Deferred Comp Isn’t a Good Idea

When is the Roth option in your deferred comp plan not a good idea? Discover 7 scenarios where traditional contributions might save you more in the long run.

Planning for Retirement in Plantation, FL: What You Need to Know

Planning for retirement in Plantation, FL? Explore key steps to prepare for the future and make the most of your retirement years.

What the One Big Beautiful Bill Act Could Mean for Your Finances

Wondering how the One Big Beautiful Bill Act could impact your taxes? Explore key changes to deductions, credits, and planning strategies under the new 2025 law.

Priced Out of Paradise: Considerations for Moving from South Florida

Explore why South Florida retirees are reconsidering their options as rising costs, insurance premiums, and HOA fees threaten affordability—plus where many are moving and how to plan a smart relocation.