Northstar Financial Management Inc

06/09/2025

Huge congratulations to our office manager, and marketing genius, Tiffani Stubblefield, for her daughters high school graduation last week!

We wish her the best of luck in this next chapter.

Congratulations to her and all of the other graduates out there! Remember, time is your superpower so start saving today. 💸

05/29/2025

We are hiring!

We have great things happening at Northstar so we are looking for a Front Office Receptionist to come join our fantastic team! Don't hesitate to apply or to reach out to someone that may be a great fit! We are trying to hire quickly.

Northstar Financial Management, Inc.

05/15/2025

05/08/2025

🌎 From Moscow to the Coast — We’re Here! ☀️🏔️

We’re proud to serve the wonderful people surrounding our flagship office in Moscow, but did you know we’re also offering financial planning and tax support in San Diego, too?

Whether you're surrounded by pine trees or palm trees, our mission is the same: personalized, thoughtful guidance to help you feel confident about your money.

📍If you know someone in San Diego who could use a trustworthy financial partner — send them our way!

💬 Tag a friend in SoCal or drop a 🌞 in the comments if you love seeing us grow!

After helping hundreds of individuals build wealth, we know that business owners need a different kind of financial advisor.  We call that advisor, and the wealth management service they provide, your “Personal CFO”.

05/05/2025

🎉 Happy Cinco de Mayo!
Today we honor the strength and resilience shown at the Battle of Puebla — and we also celebrate the rich culture, food, music, and traditions of the Mexican-American community.

This year, we're feeling a special connection to Mexico—let's just say the spirit of the celebration is a bit closer to our hearts than usual. 😉

🌮 What's your favorite way to celebrate Cinco de Mayo? Share with us in the comments! 👇

05/01/2025

A man asks his financial advisor,
“What's the best way to get rich quick?”

The advisor says,
“Easy — just open a social media account and start giving financial advice you don’t follow.”

Did you laugh?

04/29/2025

Back in January, our incredible Office Manager, Tiffani, achieved a major milestone — she passed her exam to become a Financial Paraplanner Qualified Professional™ (FPQP®)!

This designation is more than just a title. It reflects Tiffani’s dedication to expanding her financial knowledge and better supporting both our team and our clients. The FPQP® program covers key areas like retirement planning, insurance, investments, and estate planning — all of which strengthen the foundation of the comprehensive service we strive to provide.

We’re proud to have Tiffani on our team and grateful for the care and professionalism she brings to everything she does. If you’ve interacted with her, you already know how lucky we are!

Help us congratulate Tiffani on this fantastic achievement!

04/25/2025

A few weeks ago, my whole family was sick — the kind of sick where everyone’s in bed, tissues everywhere, and I somehow ended up in charge of the remote (a rare and glorious power). I decided to watch The Accountant — the 2016 Ben Affleck movie I’d seen floating around on TikTok.

Let me tell you, I was not prepared. That gasp at the end? Loud.

No spoilers, but if you haven’t seen it yet and you love action, dry humor and surprises… it’s worth the watch. And yes, The Accountant 2 comes out today — and I might just make it my one trip to the theater this year.

What movie is topping your list for 2025?

04/23/2025

In honor of World Book Day, we’re sharing one of our absolute favorites — The Psychology of Money by Morgan Housel. We love it so much, it was our client gift this year!

This insightful and easy-to-read book is packed with timeless lessons and real-life stories that resonate with people from all walks of life. It’s a must-read for anyone looking to better understand the emotional side of money and decision-making. Check it out at your local library or if you'd like to pass it on as a gift as well, I think Target had the best deal. 👀

04/22/2025

This is the time of year when the housing market ramps up—but unfortunately, not much has changed when it comes to interest rates and housing costs.

Back in February, we published a blog post about assumable mortgages. Since tax season was in full swing, we didn't really let the world know about it. So, here we are. Sharing it with the world.

And if you're sitting there saying, "Northstar does blog posts?"—well, you've probably missed a lot more than just this one. Be sure to check out the rest of our website to see all the great things we talk about!

In my view, the real estate market is in an interesting pickle. Mortgage rates are near 20-year highs and home prices haven’t slumped sufficiently to offset the increase in interest rates. The result is that people who would normally consider moving are either unable or unwilling to do so. Especia...

04/14/2025

👀 Oh hey!

The limited edition action figures from tax season are ready to go back into the vault. We will be closed April 16th to store those folks away!

We will back to our refreshed selves April 17th!

03/26/2025

Registration closes this Friday!

Be sure to register for this fun, interactive and insightful conference!

From basic industry information to in-depth long term planning, you’ll be able to garner the necessary knowledge to help you today, tomorrow and well into retirement.