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.
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.
Thinking of buying property with your FRS funds? Discover the pros and cons of self-directed IRAs for FRS Special Risk employees—and a low-maintenance alternative with REITs.
Thinking about a prenup or postnup? Learn how these legal agreements can protect your assets and support your relationship—without killing the romance.
Despite tariff concerns in early 2025, stocks in key target countries have risen. This article explores how investor expectations and market pricing help explain these surprising outcomes.
Wondering how 2025 tax changes might affect you? Unless Congress acts, key provisions of the Tax Cuts and Jobs Act are set to expire. Here’s what to expect and how to prepare.
Northstar Financial Planners sponsored the Fight for Air Climb - Miami for the second year, joining firefighters and the community in support of lung health.
Are Roth conversions the best choice? Discover why converting your traditional IRA might not always be ideal, with insights on tax timing, future income, and strategic alternatives.
Explore how AI is reshaping financial planning—from smarter budgeting and retirement strategies to improved fraud prevention—while considering its potential drawbacks.
Are you maxing out your retirement contributions? Learn about the 2025 limits for IRAs, 401(k)s, SIMPLE IRAs, and more—including the new super catch-up for ages 60-63.