NorthStar Financial & Retirement Planning, LLC

07/16/2026

One of the biggest decisions you will make in retirement is when to claim Social Security, and most people do not realize how much timing matters.

For those born after 1960, the full retirement age is 67. Waiting beyond that can increase your monthly benefit by up to 8% per year, up to age 70.

The right time to claim depends on your health, income needs, and overall retirement plan. Call us at 864-297-0762 or visit northstar65.com to schedule a complimentary review and talk through when the right time might be for you.

07/14/2026

With heavy hearts, we share the passing of our beloved Labrador, Daisy.

Daisy was so much more than a family pet. She was a cherished member of the NorthStar Financial family and greeted clients, coworkers, and friends with a wagging tail, kind eyes, and a gentle spirit that made everyone feel at home.

Her sweet disposition, unwavering loyalty, and loving heart left a lasting impression on so many. We will miss her deeply and will always remember the joy and happiness she brought to everyone she met.

Rest peacefully, sweet girl.

07/13/2026

Did you catch George and Travis on YourCarolina last week talking about taxes in retirement? If you missed it, watch the full segment here. And be sure to tune in Wednesday at 9am for another NorthStar segment on YourCarolina!

Your Carolina

07/09/2026

Not all retirement accounts are taxed the same, and the order in which you withdraw from them can make a significant difference in what you actually keep.

Traditional, Roth, and taxable accounts each come with different tax treatment. Having a strategy for when and where you pull from is just as important as how much you have saved.

Call us at 864-297-0762 or visit northstar65.com to schedule a complimentary review with our team.

07/04/2026

Wishing you and your family a safe and happy Fourth of July. From all of us at NorthStar, we hope you enjoy the holiday.

06/19/2026

Turns out, some people are missing money they don't even know about.
The federal government maintains a free database of forgotten retirement accounts — old jobs, old 401(k)s that just got left behind. George searched recently and found $300. One of our clients found over $27,000.
It takes two minutes to check. Go see what's waiting for you:
https://lostandfound.dol.gov/
Find something? We want to hear about it. The best story shared with us wins a special prize from the NorthStar team — email [email protected] or drop a comment below.

06/01/2026

Join us for an informative presentation on today's long-term care planning options and strategies to help protect your assets — for you and your family.
We'll cover:
✅ New long-term care solutions, including hybrid plans
✅ Asset protection strategies utilizing trusts
✅ How to prepare for LTC expenses while preserving your legacy
Presented by George Fossing, CEO & CLTC — bringing you valuable insights on navigating the evolving long-term care landscape with confidence.
Seating is limited for both sessions — Click on this link below to reserve your spot today!
🔗 https://northstar65.com/2026-long-term-care/

04/03/2026

Daisy, official greeter at NorthStar, stole the spotlight on Your Carolina yesterday. 🐾

She stopped by to celebrate her 11th birthday this Sunday. Always a great day when she gets to tag along.