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Building Wealth, Achieving Dreams!

INDEPENDENCE

INTEGRITY

INTELLIGENCE

MAY 2008

What a beautiful spring we are having here in New Hampshire! No floods, no ice-storms and a no-hitter! We've got a lot going on at Northstar as we continue our measured growth while helping our clients weather the recent market turmoil in good shape.

We are pleased to announce that Trish Slaski has joined Northstar as a Financial Assistant. Trish lives in Windham with her husband Jeff and their 2 children, Ryan (11) and Alexa (8). She brings 25 years of great experience in finance and accounting where she worked as a Portfolio Manager at John Hancock and several years as a Controller. We are excited to have her assist in our trading and cost basis activities with TD Ameritrade, client data input and plan preparation. Trish enjoys skiing and yoga.

Alexa is excited to share the wonderful news that she and her husband Eric are expecting their second child in September. "Baby Darbe" will join big brother Christopher (19 months) who is excited about the coming event, but if you ask him whether he would prefer a brother or a sister, he answers "no!".

As part of my personal focus on helping clients successfully navigate transitions, I am becoming an Advisor at the Sudden Money Institute (www.suddenmoney.com) and will attend the training this week in Florida. This training will further enhance my ability to help clients with both the emotional and financial complexities that exist as one undergoes a transition.

Sam & I will be attending the FPA annual Retreat also held in Florida in early June, which with limited attendance of around 300, gathers the "best & brightest" in our business, balancing and blending the art and science of the financial planning profession. This will be Sam's 13th Retreat and my 5th.

To continue to increase our ability to provide our clients with great financial life planning and wealth management services, we are currently interviewing candidates for another Financial Planner position at Northstar! Only CFP certificants with considerable experience in our profession are being considered and we will make a selection in the coming months.

Finally, Sam will complete his formal training through the Coaches Training Institute in June and then undergo a six month rigorous mentorship program to become a Certified Co-Active Coach. He is continuing to assist me as a mentor and coach. Together we are developing a presentation to be given at the FPA National Conference in October on "The Art- and Heart - of a Business Transition."

    Robin

    May 2008
  • TD Ameritrade's Financial Strength and Stability
  • Human Nature can be a Lousy Investment Advisor!
  • Multi-Generational Estate Planning
  • What in the World is Going On?

  • TD Ameritrade's Financial Strength and Stability

    TD Ameritrade's Financial Strength and Stability

    Should the Bear Sterns collapse be of concern to you? Is the money you have invested in the money market funds at TD Ameritrade safe? Here's an announcement from TD Ameritrade about their financial strength and a letter about their money market funds that should give you peace of mind.


    Human Nature can be a Lousy Investment Advisor!

    Human Nature can be a Lousy Investment Advisor!

    During the frustrating and yet exciting events of the past seven years, as the stock markets around the global have flipped between zoom and doom, the airwaves and press have been filled with zillions of words from both prophets of the end of the world as we know it and hucksters of hope. We suggest now is a good time to sit back, take a deep breadth, look around at some of the crazy ways that Wall Street has invested to tilt the "risk/reward" game in their favor --- and calmly consider what we can learn.


    Multi-Generational Estate Planning

    Q&A: Consider Making an Estate Check-Up a Multi- Generational Family Matter

    Questionable estate planning has gotten some recent attention with the sudden death of actor Heath Ledger. The 27-year-old actor died suddenly this year with an older will that provided only for his parents and other immediate family - he never revised those documents to accommodate his young daughter or the child's mother.


    What in the World is Going On?

    One Expert's Perspective on Key Trends in the World and their Economic Impact

    One of our wonderful clients alertly brought this to our attention. The piece has some political undertones but is overall an interesting view of world trends.

    This is a paper presented several weeks ago by Herb Meyer at a Davos, Switzerland meeting which was attended by most of the CEOs from all the major international corporations - a very good summary of today's key trends and a perspective one seldom sees. Herbert E. Meyer served during the Reagan Administration as Special Assistant to the Director of Central Intelligence and Vice Chairman of the CIA's National Intelligence Council. In these positions, he managed production of the U.S. National Intelligence Estimates and other top-secret projections for the President and his national security advisers.


    More about our Firm

    Robin Young, Biography

    Alexa Darbe, Biography

    Sam Hull, Biography

    What is Financial Life Planning



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    phone: 603.216.9226


    Northstar Financial Planning, Inc | One Commons Drive | Unit 10, Building B | Londonderry | NH | 03053