Keep your documents in order with these basic guidelines for home recordkeeping. #documents #documentretention #documentshredding #NWM #northstarwealthmanagement

Thinking about early retirement? It may seem like a dream come true, but being thoroughly prepared is crucial to avoid potential complications. Take the time to carefully consider all the factors involved. #earlyretirement #healthcarecosts #earlywithdrawalfees #NWM #northstarwealthmanagement

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

Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families. #Mi;itaryAwarenessMonth #miltaryfamilies #militaryfamilyfinancialplanning #NWM #northstarwealthmanagement

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

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