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8 Step Summer Financial Checkup  Thumbnail

8 Step Summer Financial Checkup

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances. #financialcheckup #budget #taxsavings #personaldebt #NWM #northstarwealthmanagement

Upsizing vs. Downsizing in Retirement Thumbnail

Upsizing vs. Downsizing in Retirement

As you approach your retirement years, your living situation may change. Let's look at the benefits and considerations of both downsizing and upsizing in retirement to help you decide what's best for you. #retirementplanning #downsizing #upsizing #retirementrealestate #NWM #northstarwealthmanagement

June 28th is Insurance Awareness Day Thumbnail

June 28th is Insurance Awareness Day

Insurance Awareness Day is a great time to brush up on how insurance helps protect you and your assets. #InsuranceAwarenessDay #riskmanagement #insurancepolicyreview #insurancecoeragesreview #financialplanning #NWM #northstarwealthmanagement

April Is National Volunteer Month Thumbnail

April Is National Volunteer Month

April is National Volunteer Month! Celebrate the occasion with these fun and unique ways to volunteer and give back. #givingback #volumteering #nationalvolunteeringmonth #NWM #northstarwealthmanagement