Carter Amundson

05/14/2024

Milwaukee! Don’t miss out this Thursday!

We at North Star MKE are hosting our first Networking on the Roof event of the summer on 5.16.2024.

Food and beverages will be provided! Come join us from 5-7pm and connect with other Milwaukee Professionals and Business Owners!

Link to register: https://forms.office.com/Pages/ResponsePage.aspx?id=uu8YxpvbME2jgMCO6unUVRdaZgjYDeRPt3re3zqm58VUQkRPT0QzTkZGUVVHSExNVjBaN04wUVVPSS4u

Tell a friend, bring a colleague, let's have a good time together!

08/30/2023

What’s goin’ down?Don’t miss out on the Black & Brown Run Around!! A 5k walk/run at Veterans Park in Milwaukee, WI.Saturday, September 30th, 2023 Welcome all runners, walkers, and families to a vibrant race and festival that supports and uplifts the Black & Brown Communities of Greater Milwauk...

06/13/2022

ATTENTION BUSINESS OWNERS

👨‍💻 How does a small business get started with employee benefits?

📈 How do I know if my business is ready to offer employee benefits?

💼 Can I, as a business owner, participate in my business’s benefits program?

⚠ What challenges will I face when I choose to offer benefits?

💻 What are my options for alternative employee benefits?

📞 How can I get support for my employee benefits?

These questions and more are answered in today’s article from my parent company North Star Resource Group.

If you yourself are a small business owner, if you work with small business owners or if your friends with a small business owner, don't hesitate to reach out!

One conversation can lead to a world of opportunities!

Employee benefits are various types of non-wage compensation provided to employees in addition to their normal wage. Learn how to get started here.

05/09/2022

Last Thursday I had the pleasure of attending the "Own Your Message" event hosted by Brevity Pitch & Humans Get Together!

Thank you Jeff Aguy (He/His/Him) , Kelvin Johnson Jr., CPA & Maximilian Huc for hosting such a fun event, but also for creating a positive, upbeat, and energetic atmosphere!

The room was filled with ambitious entrepreneurs from all walks of life, ready to share, dare I say "pitch", not only what they do but WHY they do it. S/O to Mu Okonkwo for taking 1st place in the pitch competition for his company SitEat!

It was refreshing to be surrounded by people from so many different industries & backgrounds who all shared one common purpose, making the world a better place one day at a time! People helping people, that's what it's all about.

02/16/2022

Making sure your loved ones are financially secure is something you can prepare for now. I would love to help!

02/09/2022

North Star Resource Group was recently recognized as a 2022 Top Workplaces USA.

I am so proud to be part of an organization that values its financial professionals and team members so that we are able to provide YOU, our clients, with the best service possible!

Congratulations North Star & cheers to another great year!

02/02/2022

Money is the top source of stress for Americans (ValuePenguin, 2021), and prolonged stress can lead to anxiety, depression, and other health issues.

Don’t let your financial situation get you down. As a financial representative, I don’t want you to worry about your finances. Talking about money is an emotional subject for a lot of people, especially when you feel like you don't know where to start. I often hear things like "I feel like it's too late to start investing" or "I don't know where to begin when it comes to saving money". There is common misconception that if you don't start young, you're too far behind, and that is just not the case. Feeling lost, alone or scared about your financial situation is something that keeps many people up at night, and I would be lying if I said I wasn't one of those people at one point in time.

One conversation with a financial professional could help relieve that stress in ways you didn't think were possible. Opening up about your worries and addressing your weaknesses is the first step in overcoming them. I got into this career to help people live happier, less stressful & more meaningful lives. Don't hesitate to reach out and have that conversation, I'm happy to help!

You can now book and manage appointments using our booking page.

01/19/2022

Your retirement income can vary widely depending on what type of account holds your savings and what assumptions you make about return and tax rates during the accumulation and withdrawal periods.

Use this calculator to help compare employee contributions to the new after-tax Roth 401(k) and the current tax-deductible 401(k):

Use this free, no-obligation calculator to compare your retirement funding options.

01/13/2022

Americans collectively owe nearly $1.6 trillion in student loans (Federal Student Aid, Q4 2020).

Many parents and grandparents have the goal to help fund college for their loved ones. If you are seeking to relieve the college funding burden for someone, let's talk about how to make the most of your investments.

01/03/2022

It’s a fresh start, a new year. What goals do you have for this year? Last year was the first time in my life where I actually accomplished my New Year's resolutions, and I plan to do the same in 2022. Whatever you set out to do in the next 12 months, make sure you write it down and have people in your life to hold you accountable. Stay focused & work hard, let's make 2022 the best one yet!

12/21/2021

Our team at North Star is wishing you and yours a very happy holiday this year. I hope you end the year on a positive note with the people you love most!

12/09/2021

As many of you may know, I just started my career as a Financial Advisor and could not be more excited!

A mentor of mine recently told me something that made a lightbulb go off, and if anything, it reassured me that I have found the right career path. He said "To be successful in this business, you need to have the mind of a capitalist & the heart of a teacher. You need to have a purpose behind your work, and a passion for helping your clients."
I come from a family of teachers and have the utmost respect for the impact they make, having said that, his statement hit very close to home. I am unbelievably grateful to have found myself in such a special position, a position where I have the responsibility to help others & the opportunity to change lives. If you are interested in learning more about what I do & WHY I do it, check out my advisor webpage below!

Carter is a financial professional in Minneapolis, MN who prioritizes assisting people of color and small business owners as they strive for financial freedom.