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Newsletter

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.

Archived Articles

401k

401(k) Plan Changes: Employers, Are You Ready?

Divorce

Top 5 Money Decisions to Make in Divorce

Divorce May End a Marriage But...

Education Planning

Is Your College Student a Saver?

College Planning in the Wake of New Tax Laws

Estate and Legacy Planning

A Family Mission Statement

Prepare Now for Moves on the Estate Tax (2009)

Creating a Legacy Plan

Charitable Donations

Consider Making an Estate Check-Up a Multi-Generational Family Matter

It's Time to Start Thinking About the Estate Tax Again (2008)

Creating an Ethical Will

Family Meetings Can Help Pass on Family Assets

Financial Planning

Your Access to Free Credit Reports

Is Paying Extra on Your Monthly Mortgage Always a Good Idea?

Reverse Mortgages

How to Protect Yourself If You Lose Your Wallet

Borrowing from Family or Friends

Tips for Financially Helping Your Children - Even When They're Adults

About that Dream Vacation Home

Time for a Mid-Year Financial Checkup (2005)

Goal Setting - The Key to Achieving Personal and Financial Dreams!

Top Financial Tactics for the New Year (2004)

Financial Transition Planning - articles

How Late-Life Marriages and Remarriages Require Unique Financial Planning

The Truth about Sudden Money & Financial Life Transitions 

Contemplating Big Changes in Life?

Healthcare

Ways to Save Money on Health Care and Health Insurance in Troubled Times

As Medical Expenses Rise, Don't Miss Key Deductions (2008)

Insurance

Hurricane Risk, Management Checklist from HUB International

Evaluating the Need for Insurance in Retirement

Investments

The Death of Equities

Revisited and Electronic Trading

Jam Today or Jam Tomorrow? by Weston Wellington, VP, DFA

Inflation, Living Standards, and Returns, by James L. Davis, VP, DFA

Chicken Little Was Wrong!

"You Can Always Tell a Harvard Man...."

The Lost Decade

Market Sentiment vs Economic Reality

The Bull Market No One Believes

Bonds' 30-Year Hot Streak Begins to Cook (2009)

Lessons Learned from Madoff

Is Buy-and-Hold Dead and Gone?

Can You Beat the Market?

Human Nature Can Be a Lousy Investment Advisor!

When I'm Sixty-Four, by Bill Gross

Why Small Cap and Value?

Complaints Against Ameriprise (2007)

What's Going On in the Market? (2007)

Sound Investing and Peaceful Sleep, by Ben Stein, NY TImes

Who is DFA (Dimensional Fund Advisors)?

How to Protect your Future

A New Look at a Bottomless Pit

When Winning Feels a Lot Like Losing

If You're Playing 'Beat the Benchmark,' Don't Expect to Win!

A View of China Today (2007)

Unwanted Free Information

The Fine Print Can Be a Killer!

Is it the "End of Days" for Value Funds

Where Are All the Customer's Yachts?

The Pluses, Pitfalls and Performance of Hedge Funds

Gas Costs (2006)

Why do you use DFA funds?

Socially Conscious

What's the Difference?

The Perils of "Manager Risk"

Why Securities Regulators Can't Help Defrauded Investors (2005)

Today's Economy: Real Risks vs. Fear

How much does that "free lunch" really cost?

The Nature of Investment Risk

Separating the Wheat from the Chaff

The Cost Benefits of Purchasing a Second Home

The Mills of the Gods Grind Slowly, but Exceedingly Fine

Citizens Bank Targets Seniors

Accentuate the Positive, Eliminate the Negative

Is Mighty Mouse the NY Attorney General?

Back to the Future — Investments 101

What is a Trusted Advisor?

Market Outlook (2005)

Independent Advisors vs. Merrill Lynch

Is Your Portfolio Balanced?

Would this make you "Mad As Hell?

Mutual Funds; Do you Know your ABC's

Investment Outlook & Comments (2004)

Life Planning

Harvesting Your Dreams, Applaud Magazine

In Praise of Slightly Skuzzy Carpeting

Top Five Regrets of the Dying by Susie Steiner

A Different Perspective on Life Planning - and Death by Samuel P. Hull

Life Planning and How it Can Help You Achieve Your "Dream of Freedom" by George D. Kinder

Engage in Meaningful "Work"

Designing Your Life in Retirement

A "St. Crispin's Day" Speech

Core Values and Visions

Getting Unboxed

Personal Insights About Life Balance

Pushed From the Nest, Now I Can Fly

Wheel of Life

What is Financial Life Planning?

Long Term Care

Long Term Care Planning

Government Stepping in to Help Americans Pay for LTC Costs

Helping Older Relatives Articulate Their Long-Term Care Wishes 

Long-Term Care Insurance Primer (2008)

Retirement Planning

Free Dinner for Retirees - The Fed Takes Action

Tax Planning

Tax Planning Ideas to Consider (2009)

How Does The Stimulus Plan Affect You?

Five Important Changes for Taxpayers (2009)

When Can I Divorce My Files?

Tax Updates / Clarifications

Tax Law Changes (2006)

IRAs: Should I Stay Traditional or Convert to a Roth?

Take Time to Understand the 2006 Tax Changes

Top 10 Year-End Tax Tips (2005)

How Grandparents Can Help Pay For College

Gifting Appreciated Stocks

Roth Conversions (2005)

Year End Tax Strategies (2004)

Year End Tax Planning (2004)

TD Ameritrade Institutional

The Security of Your Assets

Financial Strength and Stability

Travel

Passport to Safe Travels, by HUB International 

Widows and Widowers

When Two Becomes One

Let's Get Acquainted

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