Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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. 

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Helpful Content

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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