Northstar is both humbled and proud to have been selected by the esteemed members of our community as Windham's Best Financial Advisor 2019. Thank you to everyone who voted for us!
This article, recently published in Up Journey and written by Carmen Jacob, features the advice Rachel DeCarolis!
What really affects our happiness more than how much money we have or make is our attitude toward money and the way that we handle it.
So it is very important to develop the right attitude toward money and keep in in a healthy place.
Recently, Kristina was a guest on the Breaking Money Silence podcast with Kathleen Burns Kingsbury, where she discussed the financial implications of divorce and the myth that it always has to be an expensive battle.
"Research shows that people want their professional advisors to ask them about charitable giving. And sooner rather than later. The “U.S. Trust Study of the Philanthropic Conversation,” conducted in partnership with The Philanthropic Initiative, showed that virtually all high-net-worth people think this discussion should happen within the first several meetings with an advisor. A third think the topic of charitable giving should be raised in the very first meeting. Yet fewer than half feel their advisors are good at discussing personal or charitable goals with them.
Wondering how to start a conversation about charitable giving with your clients? Or looking to refresh it?
As part of an ongoing series, we’re asking some of New Hampshire’s most well-respected professional advisors how they “pop the question” about charitable giving.
More Articles ...
- Robin Young article featured on Financial Poise | Advice for Recent Widows: Six Steps You Can Take for Peace of Mind
- Julie Fortin featured in USA Today Article | Parent Trap: Supporting an Adult Child Will Hurt Both of You
- Northstar Financial Planning is given the Women's Choice Award for Financial Planning