Retired, Now What Should You Do?
April 16, 2020
If you are retired and need to live off the income from your investment portfolio, this is a particularly challenging time. The rule of thumb
Category: Retirement
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Managing Through and Beyond the Crisis
March 19, 2020
The financial markets continue with their process of sorting through all the data about the coronavirus, its impact on consumers, companies, and the overall economy. Right
Should You Pay Off Your Mortgage?
July 30, 2019
Many people who are preparing for retirement ask us if they should pay off their mortgage. In an ideal world, you should pay off your
Bringing Your Family into the Conversation
April 11, 2019
At Northstar, our relationship isn’t just with your wealth, it’s with you and your whole family. We want to collaborate with you to ensure that
How Much Can You Withdraw In Retirement?
March 27, 2019
To figure out how much you need for retirement, you need to know how much you can reasonably distribute from your retirement portfolio each year.
Sequencing of Return Risk: What Every Retiree Should Know
February 5, 2019
If you are going to retire and attempt to live off the returns from your investment portfolio, you should be familiar with something called “sequencing
How to Choose a Financial Advisor
January 6, 2019
Finding the right investment advisor can be a confusing and challenging process. First, the number of professionals offering to manage your investments has continued to
Millennial Investment Tips
September 18, 2018
It’s no secret that most Americans aren’t financially ready for retirement. A recent survey from Northwestern Mutual found that one-third of Americans had just $5,000 saved for
The Price We Pay for Keeping Our Promises
August 28, 2018
Recent studies show that most Americans cannot tell the difference between various investment products available for retirement accounts. That, and most Americans don’t know whom to ask
Northstar Cited in Local Investment Advisor Rankings
March 30, 2018
Northstar Investment Advisors LLC was recognized for the third consecutive year in AdvisoryHQ’s 2018 Ranking of the Top-Rated Wealth Advisors in Colorado. The firm was one