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Northstar Financial Planners

Home
About
How We Help
Who We Help
Pre-retirees
Florida Retirement System Special Risk Employees
Families of Children with Special Needs
Our Process
Book
Resources
Our Blog
Newsletters
Holiday Card Archive
Contact Us
Client Login
May 1, 2025
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.

May 21, 2021
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.

March 24, 2021
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.

March 24, 2021
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.

February 25, 2021
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.

Steve Tepper, CFP®, MBA
May 27, 2021
Estate Planning

Executor Challenge

Steve Tepper, CFP®, MBA
May 27, 2021
Estate Planning

Even if your estate plan is up to date, it’s essential to give your executor all the information they need to carry out your final wishes.

Allen Giese, ChFC®, CLU®
May 21, 2021
Retirement Planning

The 5 Biggest FRS Retirement Mistakes

Allen Giese, ChFC®, CLU®
May 21, 2021
Retirement Planning

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

Tagged: FRS, Florida Retirement System, Special Risk, Investment Plan, Pension Plan, Deferred Comp

Northstar Financial Planners Inc.
May 14, 2021
Investment Management

ESG Investing: What You Need to Know

Northstar Financial Planners Inc.
May 14, 2021
Investment Management

Thinking of diving in with ESG investments? Here are tips to determine whether environmental, social, and governance investments are right for you.

Tagged: ESG, SRI, Environmental, Social, Governance, Diversification, Values Investing

Northstar Financial Planners Inc.
April 23, 2021

A Year Like No Other

Northstar Financial Planners Inc.
April 23, 2021

We just passed the one-year anniversary of the pandemic’s bear market low. Today, as I write, the S&P 500 has nearly doubled in 13 months!

Northstar Financial Planners Inc.
April 23, 2021

Beware Free Wi-Fi

Northstar Financial Planners Inc.
April 23, 2021

When we travel, we want free and “safe” Wi-Fi. But don’t forget, your personal data could be at risk.

Northstar Financial Planners Inc.
April 15, 2021
Tax Planning

6 Tax Mistakes to Avoid Next Year

Northstar Financial Planners Inc.
April 15, 2021
Tax Planning

If you’re paying taxes every time you file a tax return, you may be making one of these six common tax mistakes.

Tagged: 401(k), IRA, Donor-Advised Fund, Tax Loss Harvesting

Northstar Financial Planners Inc.
March 24, 2021
Investment Management

To Bit or Not to Bit: Investing in Crypto

Northstar Financial Planners Inc.
March 24, 2021
Investment Management

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.

Northstar Financial Planners Inc.
March 24, 2021
Investment Management

Tales from The Crypto: Cautionary Bitcoin Stories

Northstar Financial Planners Inc.
March 24, 2021
Investment Management

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.

Northstar Financial Planners Inc.
March 15, 2021
Financial Planning

5 Inheritance Mistakes to Avoid

Northstar Financial Planners Inc.
March 15, 2021
Financial Planning

Your inheritance could help increase your financial well-being—but try to avoid these five common inheritance mistakes.

Tagged: Estate Planning, Risk Management, IRA, Budgeting, Inheritance

Northstar Financial Planners Inc.
February 25, 2021

YOLO as an Investment Strategy

Northstar Financial Planners Inc.
February 25, 2021

Find out the impact that GameStop-style investing should have on your long-term investment philosophy.

Steve Tepper, CFP®, MBA
February 25, 2021
Investment Management

Trading into Stock Frenzies: A Lesson in Gambling

Steve Tepper, CFP®, MBA
February 25, 2021
Investment Management

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

Tagged: GameStop

Allen Giese, ChFC®, CLU®
February 23, 2021
Retirement Planning

The 3 Biggest FRS Retirement Concerns

Allen Giese, ChFC®, CLU®
February 23, 2021
Retirement Planning

Watch this video to learn 3 big issues for Florida Retirement System’s Special Risk participants.

Tagged: FRS, Florida Retirement System, Special Risk, Inflation, Taxes, Investing

Northstar Financial Planners Inc.
February 15, 2021
Retirement Planning

When One Spouse Retires Before the Other: 6 Financial Tips

Northstar Financial Planners Inc.
February 15, 2021
Retirement Planning

You and your spouse need to plan carefully if you are retiring separately. Here are 6 financial tips for a more stress-free retirement process.

Tagged: Social Security, RMD, Investing, Risk Tolerance

Northstar Financial Planners Inc.
January 26, 2021

Elon Musk Destroys the S&P 500! (and Other Problems with Indexing)

Northstar Financial Planners Inc.
January 26, 2021

Tesla being added to the widely tracked S&P 500 Index stirred up quite a lot of attention. No surprise, given that Tesla is the largest company to ever join the index.

Northstar Financial Planners Inc.
January 15, 2021
Financial Planning

4 Financial New Year’s Resolutions for 2021

Northstar Financial Planners Inc.
January 15, 2021
Financial Planning

After a year like 2020, now’s a good time to boost financial fitness. Here are four resolutions to strengthen your personal finances in 2021.

Tagged: Retirement Savings, Emergency Fund, 401(k), IRA, Credit Card

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