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.
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.
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.
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.
Headlines warn that Social Security funds may run out. Are the concerns valid, and what should you do? This blog discusses the future of Social Security.
