Traditional vs Roth IRAs – They’re Both Great Choices
May 20, 2021
The legislation that allowed the first Individual Retirement Account or IRA was passed in the early 1970s. The two primary goals of the IRA were
Category: Retirement
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401K Rollover Overview
April 22, 2021
Rolling over a 401k into an IRA may sound daunting, but making that transition can be a good step in helping you take more control
Managing Retirement Income Through the Next Market Decline
March 11, 2021
If you’re retired, you know that declining markets are a challenge because you need distributions from your portfolio regardless of how the markets are performing.
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
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