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

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.

Northstar Financial Planners Inc.
January 25, 2023

People Have Memories. Markets Don’t

Northstar Financial Planners Inc.
January 25, 2023

As you start 2023, take a lesson from the market. Don’t begin this new year bogged down by what happened last year.

Northstar Financial Planners Inc.
January 17, 2023
Financial Planning

5 Things to Do with Your Finances at the Beginning of the Year

Northstar Financial Planners Inc.
January 17, 2023
Financial Planning

Make 2023 the year you take charge of your finances. Here are five things you can do while the year is young.

Tagged: Financial Goals, Cash Flow, Investing, Diversification, 401(k), IRA, Retirement Planning, 2023, Fee-Only, Fiduciary

Newer Posts
Back to Top
Client Login

Disclaimer: Northstar Financial Planners is a fee-only independent registered investment advisor, registered with the U.S. Securities and Exchange Commission and various states as required by law. Using or viewing this site is considered acknowledgment that you have read, understand and will abide by our terms of use, legal notices and disclaimers.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Note: In accordance with rule 204-3(c) of the investment advisors act of 1940, Northstar Financial Planners, Inc. hereby offers to deliver, without charge, a copy of its brochure (form ADV Part 2) upon request.

This is not a solicitation for any investment product. Always read the prospectus before you invest. Past performance is no indicator of future returns. Northstar Financial Planners is a fee-only advisor and sells no investment products.

© 2025 Northstar Financial Planners, Inc. All rights reserved. | Privacy Notice | Form CRS
This site makes use of licensed stock photography. All photography is for illustrative purposes only and all persons depicted are models.