True North Advisors

If you don’t have an #estatestrategy, here’s some reasons why you should.

Lifestyle inflation can be the enemy of wealth building.

Valuation is important for business succession, estate taxes andeven qualifying for a loan.

The tax rules that govern donating art are complex and confusing. #taxes #art

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

For a small business, the loss of a key person could cause financial hardship.

It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance

Have you heard these three common misconceptions about #SocialSecurity?

Where there's a will there's a way. Don't leave your estate unattendedupdate your documents.

College, kids and costs.

Take the time to think about these three things when shopping for your next vehicle.

In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.

Buying a home may be your largest financial commitment. Which loan is best for your situation?

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance

Developing a retirement strategy? It's critical to know the differences between investment types.

A will may be only one of the documents you needand one of the factors you should considerwhen it comes to managing your estate.

Is your retirement portfolio subject to sequence of returns danger?