NorthStar Wealth Management

NorthStar Wealth Management Providing clear direction for your money.

* Forward Thinking: What do you want to do with your money?

Stay fraud-aware.A few simple habits can protect you:• Use a password manager• Don’t answer calls or respond to texts fr...
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.

Are you leaving $ on the table?Financial planning tip: Understand your employer's match and vesting schedule, as leaving...
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.

Insurance Company “Recipe for Disaster”?Private Credit Portfolio Income + Guaranteed Income Annuities = Botched Inflows ...
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.

For the win! Go Gen Z!
04/16/2026

For the win! Go Gen Z!

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

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

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

Address

7760 France Avenue S, Suite 155
Bloomington, MN
55435

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19528312300

Website

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