Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business. . #Smallbusiness #Businessvaluation #Preparingforbusinessvaluation #NWM #northstarwealthmanagement

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how. #RMDs #RMDruleschanges #IRAdistributionsrequirements #NWM #northstarwealthmanagement

Feeling uneasy about your investments? It may be time to take a second look at what’s going on in your portfolio & make some decisions. #marketvolatility #portfoliorebalancing #investmentchanges #NWM #northstarwealthmanagement

Deciding to go for a lower interest rate on your mortgage may sound like an easy decision to make, but you should always take into account the varying costs associated with refinancing. #refinancing #mortgagecosts #NWM #northstarwealthmanagement

Nothing says the Fourth of July like fireworks, hot dogs and summer fun. But in honor of Independence Day, spend some time this month working toward your own financial freedom as well.#fourthofjuly #financialfreedom #financialindependence #NWM #northstarwealthmanagement

Throughout the pandemic, we spent more time than ever on our phones. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips. #Budgeting #spendinghabits #onlinepurchases #NWM #northstarwealthmanagement