NorthStar Wealth Management

04/22/2026

Stay fraud-aware.

A few simple habits can protect you:
• Use a password manager
• Don’t answer calls or respond to texts from unknown numbers
• Enroll in credit monitoring
• Slow down before you act

If something feels off—a call, email, or text—pause. Verify it by contacting a trusted person or reaching out directly to a known contact at the company. Scammers rely on urgency. You don’t have to.

Swindlers have stepped up their game with artificial intelligence and deepfakes to steal older Americans’ money and personal information.

04/20/2026

Are you leaving $ on the table?

Financial planning tip: Understand your employer's match and vesting schedule, as leaving a job early may lead you to losing out on any employer contributions.

Learn how a 401(k) match works and other FAQs like contribution limits, what happens if you leave your job, and tips if you can't contribute enough to get the full employer match.

04/16/2026

Insurance Company “Recipe for Disaster”?

Private Credit Portfolio Income + Guaranteed Income Annuities = Botched Inflows + Big Outflows ??? Just asking the question.

Investor Tip: if your adviser sold you more than 5-10% in private credit/private equity AND/OR 20%+ in annuities … it might be time for a second opinion.

An industry praised for its resilience is now “significantly worse off” as it invests huge sums in private credit, A.M. Best said.

04/16/2026

For the win! Go Gen Z!

Twentysomethings are drinking less, exercising more—and changing the way they socialize with others

04/07/2026

Donor-Advised Funds (DAFs) are gaining serious traction!

# FinancialPlanning

Donor-advised funds are allowing those giving to charity to get ahead of tax-law changes.

03/30/2026

At what point does “keeping options open” quietly turn into unnecessary risk and complexity in your retirement plan?

About a quarter of Americans with retirement accounts maintain multiple accounts from their past or current jobs.

03/05/2026

Private Credit--Hope is NOT a Strategy 🤞

"We see assets under management (AUM) exceeding $2 trillion in 2026 and approaching $4 trillion by 2030." — Moody's

"No Fed, no safety net: Why private credit's first real recession will be its moment of truth." — Morningstar

"When you see one cockroach, there are probably more." — Jamie Dimon, JPMorgan Chase CEO (warning that early private credit defaults are likely just the beginning)

It might be time to uncross your fingers and ask, "What's my private credit risk strategy?"

12/30/2025

“Nothing runs (data centers) like a Cat!”

Sales of generators are powering the manufacturing giant’s fastest-growing segment.

12/30/2025

China’s “Cuba”?

National-security officials say Chinese submarines and icebreakers pose a new military threat from the High North.

11/26/2025

Comfort Food Time!!! (Oh--and Happy Thanksgiving)

Embrace the cozy with these delicious fall recipes! Warm your home, and fill your belly with soups, dinners, and desserts.

Embrace the cozy with these delicious fall recipes! Warm your home, and fill your belly with soups, dinners, and desserts.