Navigating Your Financial Voyage
Welcome, to North Star Strategic Wealth Partners. We work with individuals, businesses, and credit unions to create financial strategies for investment, retirement planning, risk management, deferred compensation implementation and management, college savings, and estate planning. We offer a wide array of suitable investment options and planning for all individuals. North Star advisors are seasoned professionals in designing and maintaining retirement benefits for both large and small companies. As fiduciaries, we are obligated to place your interests at the forefront of our advice and investment strategies as we work toward successfully achieving your goals. North Star's mission is to create an environment where individuals have easy access to on demand financial services as well as intimate access to our investment professionals.
Our business was founded in 1983, and has since developed into a full-scale firm that is capable of covering all avenues of 401(k) Plan design, wealth accumulation, and financial planning. We understand that the quest for a comfortable retirement has never been more challenging, for individuals and businesses. Americans are living longer, healthcare costs are rising, and pension plans are disappearing. After almost a decade of economic upheaval, market volatility and low interest rates, investors are seeking guidance to turn the idea of a comfortable retirement into a reality. We are here to help navigate the pitfalls and minefields, and give individuals, business owners, and 401(k) plan participants, a successful plan for retirement.Contact Us
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.