Northstar Financial Planners

Northstar Financial Planners Fee-Only Financial Advisor

Someone asked you to serve as their successor trustee. You said yes — because it felt like an honor, and it is one.But h...
05/15/2026

Someone asked you to serve as their successor trustee. You said yes — because it felt like an honor, and it is one.

But here's what a lot of people don't fully register when they agree: It's also a legal role. You're a fiduciary. You'll manage assets, handle tax filings, coordinate with attorneys, and distribute what's left, often over the course of a year or more, while also grieving.

If you've said yes to this role, one of the most valuable things you can do right now is read the trust document and know what's in it. This blog has more points to consider.

https://bit.ly/432T5Mi

You said yes to being a successor trustee. Many people have no idea what they actually agreed to. Here's what the role involves and why it's harder than it sounds.

Hundreds of cyclists gathered in Doral this month for the seventh annual Autism Bike Ride, "Riding for the Cause," organ...
04/24/2026

Hundreds of cyclists gathered in Doral this month for the seventh annual Autism Bike Ride, "Riding for the Cause," organized by Metro-Dade Firefighters Local 1403 to raise awareness of autism spectrum disorder and to support families in need.

Proceeds benefit the Dade County Association of Firefighters Charities and the University of Miami's autism awareness and treatment programs. More than $80,000 has been raised since the ride began in 2019.

Northstar was proud to sponsor the ride for the third consecutive year. And we're grateful to Metro-Dade Firefighters Local 1403 for an event that keeps bringing this community together.

https://bit.ly/4cJmcJe

Northstar Financial Planners in Plantation, Fla., sponsored the Autism Bike Ride in Doral for the third consecutive year.

Most adult children know they need to have this conversation with their parents. Many put it off anyway.And then a healt...
04/16/2026

Most adult children know they need to have this conversation with their parents. Many put it off anyway.

And then a health crisis happens, and they're suddenly trying to piece together finances without documents, without guidance, without even knowing which accounts exist.

It's often avoidable. A lot of times, the hard part isn't the planning; it's getting Mom and Dad to the table. Here's how you can start the conversation.

https://bit.ly/4dGc4my

Your parents may resist talking about their finances, estate plan, and end-of-life wishes, but those conversations matter more than many families realize. Here's how to start.

If you're a firefighter, police officer, or corrections officer, the Roth vs. traditional Deferred Comp question goes be...
04/15/2026

If you're a firefighter, police officer, or corrections officer, the Roth vs. traditional Deferred Comp question goes beyond just your tax bill.

Traditional withdrawals can bump up your Medicare premiums and make more of your Social Security taxable. Roth withdrawals come out tax-free and don't create those same issues.

You don't have to pick one. Many people split between both to create flexibility down the road.

https://bit.ly/4tEZusj

Roth or traditional Deferred Comp contributions? Learn how each option is taxed and what that means for FRS Special Risk members’ retirement income.

Address

1250 S Pine Island Road, Ste 275
Plantation, FL
33324

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19546930030

Website

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