NorthStar Wealth Management's Resource Library

Our Tools

We enjoy helping our clients achieve their financial goals by providing unbiased financial guidance. Even so, we understand this is a partnership between our team and our clients. No decision is made until you agree to it. That’s why we are committed to helping you better understand the industry and know your options when it comes to your financial future.

Browse the resources below, and as always, if you have questions, we are here to help.

Informational Guides

abcsoffixedindexannuities

The ABCs of Fixed Index Annuities

taxstrategiesforretirement

Tax Strategies for Retirement

6secretstoahappyretirement

6 Secrets to a Happy Retirement

willyourmoneylast

Will Your Money Last As Long As You Do?

retirementsummit

Retirement Summit

checklist

Your Retirement Income Planning Checklist

understandingmarket

Understanding Market Corrections

roadmaptoretirement

Roadmap to Retirement

2023-tax-stacked

2023 Tax Summary

areyoupayingtoomuch

Are You Paying Too Much In Taxes In Retirement?

understandingmedicare

Understanding Medicare

thegreatestgift

The Greatest Gift: Outline Your Wishes With An Estate Plan

inflation

Inflation and Your Retirement