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Northstar Financial Planning publishes a newsletter four times a year. We think you will find them interesting and informative.
Click here to read our Current Newsletter (HTML)
You may also click on the links below to read articles from past issues.
Who can you Trust Series by Sam Hull
Separating the Wheat from the Chaff (PDF)
Would this make you "Mad As Hell? (PDF)
Citizens Bank Targets Seniors (PDF)
What is a Trusted Advisor? (PDF)
Is Mighty Mouse the NY Attorney General? (PDF)
Independent Advisors vs. Merrill Lynch (PDF)
How much does that "free lunch" really cost? (PDF)
Tax Planning Tips
Understanding 2006 Tax Changes (PDF)
Gifting Appreciated Stocks (PDF)
Roth Conversions become more attractive for Older Retirees (PDF)
Investment Comments
Socially Conscious (PDF)
What’s the Difference? (PDF)
Why do you use DFA funds? (PDF)
The Perils of “Manager Risk” (PDF)
Today's Economy: Real Risks vs. Fear (PDF)
The Nature of Investment Risk (PDF)
Mutual Funds; Do you Know your ABC's (PDF)
Is Your Portfolio Balanced? (PDF)
The Cost Benefits of Purchasing a Second Home (PDF)
Back to the Future — Investments 101 (PDF)
