Financial Strategies for Physicians

08/11/2022

Student loan scams in 2022: They're ramping up, and they're incredibly clever.

If you’ve been getting emails, phone messages, or texts about how to qualify for student loan forgiveness, you’ve likely been the target of a scam. No,

06/27/2022

Tax-smart ways to share the wealth with kids.
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.

05/09/2022

How to get back on track with your finances after the pandemic

When your current finances feel uncertain, it’s easy to lose focus on your long-term goals – like retirement. If you’re lost in the weeds right now, here’s how to find your way again.

02/28/2022

Are you one of the 5.4 million business that started in 2021? (U.S. Census Bureau)

As you consider incorporating employee benefits into your business? Consider these top questions other entrepreneurs are asking: https://www.northstarfinancial.com/news-events/offering-employee-benefits-in-my-business/

Employee benefits are various types of non-wage compensation provided to employees in addition to their normal wage. Learn how to get started here.

01/27/2022

2021: The Year of Capital Gains

Read more in our latest issue of Market Perspectives:https://assetlibrary.securian.com/content/dam/doc/bd/irg-q4-2021-mkt-perspectives_90375.pdf

01/20/2022

The proposed Build Back Better Act could have a potential impact on backdoor IRAs – initially limiting them and eventually eliminating them. While the future is uncertain, I can help you navigate these pending changes and what makes sense for your unique situation.

12/28/2021

Working at North Star allows me to provide personalized guidance and advice to my clients.

If you’re looking for a career with a client-first mission and have questions about becoming a financial advisor, connect with one of the members of our recruiting team: https://www.northstarfinancial.com/careers/becoming-an-advisor/

12/20/2021

Not every employer offers a 401(k) as a retirement savings vehicle. You have other options so you can retire on time.

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

If you work for a company that offers a 401(k), it’s easy to build up your savings for retirement. The money is automatically deposited from your

12/07/2021

Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. Make sure you get the most out of your legacy.

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.

11/22/2021

November is recognized as Long Term Care Insurance Awareness Month. If you have questions about preparing for your long-term care plans, I’m here to help!

11/08/2021

In September, the House Ways and Means Committee released and approved draft tax legislation. It is important to be informed now so you can be prepared if the draft legislation becomes law. Let’s talk.

09/30/2021

The only constant in life is change. While there are countless reasons why businesses fail, a big one is not being prepared for the unexpected. What steps are you taking to protect your business? Contact me to discuss how business financial planning can help you build a resilient business for the future.