Ha Do - Financial Advisor & Retirement Planner

08/26/2026

August 26th is Women’s Equality Day in the United States. This holiday is celebrated in recognition of the 1920 adoption of the Nineteenth Amendment to the United States Constitution, which prohibited states and the federal government from denying the right to vote to any citizen on the basis of s*x. Celebrate this landmark holiday with us today!

08/18/2026

Dear Parents,
Is your high school student ready for the journey to college—and for the financial responsibilities that come with becoming an adult?
Join us for a special webinar, “Road to College & Investing in Your Child's Future,” jointly hosted by an educator and a financial advisor.
We’ll cover two important parts of preparing your child for the next chapter of life:
The Road to College — with an Educator
• Understanding the college preparation timeline
• Extracurricular Activities
• Importance of High GPA and academic Success
• Building a strong college application
• Preparing a Strong College essays
• Exploring Career Interests & Choosing a Major
Investing in Your Child’s Future — with a Financial Advisor
• Teaching teenagers the basics of financial wellness
• Building healthy money habits before they leave home
• Understanding college Financing & Budgeting
• Helping your child become financially responsible and independent
• Tips & Resources for parents
College is more than getting accepted—it’s also about preparing your child to succeed academically, personally, and financially.
Date: MONDAY AUG 24th, 2026
Time: 8:00PM – 9:00PM ET
Location: Online Webinar via Microsoft Teams
RSVP: Please follow the link to register and receive the meeting link
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We’d love for you to join us and gain practical, actionable ideas to support your high school student’s journey. High school students are welcome to attend as well.

If this is not relevant to you, please feel free to forward to other parents who can benefit from this event.

Best regards,

08/18/2026

In retirement, income sources like Social Security and pensions are designed to be steady. The challenge is that expenses rarely are.

Healthcare, home costs, and even everyday essentials can rise at different speeds, which can quietly reduce purchasing power over time.

One simple way to stay ahead of this is to separate your “must-have” expenses from “nice-to-have” spending. That clarity makes it easier to adjust when costs shift without disrupting your lifestyle.

08/16/2026

If your net worth has been elevated to the next level, you might be wondering if you should be taking any new steps to protect your wealth. The rules don’t change much, but there are some considerations that you may want to make now that your bank account balance has added another comma.

Creating an estate strategy that reflects your current financial situation is an important step, but it’s still an addition to something that you may have done already. More importantly, you should pace yourself and take a slow and steady approach to making any plans to your current financial arrangements. A few conversations with a financial professional may give you the direction that you need as far as putting your ambitions with your new wealth into practice.

08/13/2026

I have some big news!

North Star Resource Group has secured the #63 ranking in the Twin Cities on the Inc. 5000 list of fastest-growing private companies in America from Inc. Magazine!

This represents our fifth time making this list, after we previously secured a spot in 2007, 2009, 2014, and 2015. It’s a testament to doing a lot of little things right, especially without losing focus on our purpose: Changing Lives, Forever®.

Thank you to Inc. Magazine for recognizing our firm!


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2026 Inc. 5000 Fastest-Growing Private Companies. The Inc. 5000 is an annual ranking of the fastest-growing private companies in the United States published by Inc. Magazine. Companies are selected based on percentage revenue growth during a specified measurement period and must meet certain eligibility requirements, including minimum revenue thresholds and private-company status. This recognition is based on business growth and not on the quality of investment advice, investment performance, or client experience. Listing in this publication is not indicative of future investment success and should not be construed as an endorsement by any client. No compensation was provided directly or indirectly by the recipient in exchange for the rating, although fees may be paid for advertising, licensing, or promotional use of the recognition after receipt.

07/14/2026

Are you wondering when the best time is to claim social security? Your decision can have significant impact on your retirement income for years to come.

Whether you're approaching retirement or simply planning ahead, this webinar will help you make more informed decisions.

To register, simply scan QR code on the flyer to receive the webinar link. Looking forward to seeing you there.

07/03/2026

Today is the Fourth of July! This federal holiday commemorates the establishment of the Declaration of Independence in 1776, marking the birth of the United States of America. This year’s celebration marks an important milestone: 2026 is the 250th anniversary of the foundation of the nation. Celebrate this momentous occasion by enjoying the summer weather with your friends and family.

06/25/2026

Retirement income may look different for your generation than it did for your parents.
While you may be focused on the now, it can be beneficial to think about how you’ll prepare for your future in retirement.

For instance, previous generations from Silent to Gen X have relied on Social Security for nearly a quarter of their retirement income, while 2024 surveys show low confidence Social Security will be there when they retire.

While it’s impossible to predict the future, controlling what you can control now, can set you up well for the future. Even when pensions and Social Security were more prevalent than they are today, over half of a retiree’s income came from contributions to their qualified retirement accounts or other assets.

Depending on your situation, you may be able to begin to prepare some of these income sources while you’re still accumulating wealth. Contact me today if you are interested in learning more about how you can prepare your future self.

05/26/2026

05/24/2026

With deepest gratitude, we honor our fallen heroes who made the ultimate sacrifice for our freedom.