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.
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.
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.
Stay safe online with our guide to today’s most common scams. Learn how to spot, avoid, and respond to fraud attempts that threaten your money and identity.
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.
Explore how the One Big Beautiful Bill Act reshapes taxes with a permanent higher standard deduction, a new “Senior Bonus,” and revamped charitable giving rules.
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.
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.
Learn how to avoid common Medicare pitfalls, from enrollment mistakes to IRMAA surcharges. Smart tips from Northstar Financial Planners to help you plan with confidence.
Worried about how inflation could affect your retirement? Discover practical strategies to help protect your savings and maintain your lifestyle in the face of rising costs.
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.
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