Allen Giese CLU ChFC ChSNC
@portfoliomgrPersonal CFO to Special Needs Families, FRS Special Risk Families and Affluent Families. Dad, Husband, Sailor, Violinist/Fiddler, Cyclist
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So, you’ve decided that the investment plan is better for you than the pension plan. When do you make the switch? What we have learned over the many years of helping Special Risk FRS participants is that the answer can vary on a number of factors. bit.ly/3Eqgk68
What if you could create a living legacy—one you could see making a difference right now? Instead of waiting for your legacy to unfold in the distant future, there are ways to make a positive impact today. Here's how to approach this journey. bit.ly/4fE6cIp
Northstar Financial Planners proudly sponsored the eighth annual Local 1403 Casino Night and Poker Tournament. Held October 18 in Miami, the event benefited the Dade County Association of Firefighter Charities, Inc. bit.ly/48rY2Ak
Many people believe you can never have too much cash. It feels safe to have a cushion, ready for anything life throws your way. While an emergency fund is part of a sound financial plan, having too much cash could actually hinder your long-term growth. bit.ly/4eJXVBW
If you're a Special Risk participant, you might be considering the Investment Plan. But are you aware of the mistakes that could derail retirement? Watch this video to learn about 4 of the mistakes we see participants make and how you can avoid them. northstarplanners.com/new-blog/video…
We were honored to serve as a premier sponsor for NAMIWalks Broward County, supporting mental health advocacy and awareness. We’re proud to have stood alongside NAMI in promoting community well-being and mental health support for all. northstarplanners.com/new-blog/north…
Let’s take a look at how elections impact the stock market and why you may not need to worry as much as you think. bit.ly/3X5TGJU
Watch this video to learn about the five biggest mistakes we see Special Risk pre-retirees make —and how you can steer clear of them. bit.ly/3My8cFx
Without congressional action, this impending sunset has implications for both income and estate taxes. bit.ly/4dtTXNQ
If you have the FRS Investment Plan, you're probably wondering how you're going to get income out of your plan and have the money last. Watch this video for some tips for answering these questions. northstarplanners.com/new-blog/video…
Pet ownership is joyful but can be costly. As vet care prices rise, deciding on pet insurance is crucial. Weigh the pros and cons to make an informed choice. bit.ly/3L0SOAL
A lot of folks think through their FRS pension or investment plan options when planning for retirement. But they don't put as much effort into optimizing their Social Security retirement benefits. bit.ly/3XuafAW
Investor temperament is key for long-term success. The S&P 500 grew from 17 points in 1950 to over 5,200 today, despite frequent declines. Emotional decisions reduce returns, so an advisor helps manage temperament and focus on growth. northstarplanners.com/new-blog/why-m…
No one wants to think about what happens after we die or can't take care of ourselves anymore, but I encourage you to draw up your estate plan sooner rather than later. Here are the estate planning documents you want to look at.bit.ly/3V6Duak
In this blog, we aim to demystify Medicare, explaining its basics and offering insights for those with higher incomes facing an income-related monthly adjustment amount (IRMAA). bit.ly/3wVG1ME
Many overlook planning for Social Security benefits, even though they can amount to over $1 million in retirement. Let's explore strategies to maximize your Social Security benefits. bit.ly/3RhIDva
When you’re managing your investments, it’s important to stay informed about the costs—some of which may not be immediately apparent. This article discusses the hidden fees you might find in your investment portfolio and offers tips to help reduce costs. bit.ly/4bOQVSZ
FRS Special Risk employees, whose retirements can begin in their 50s or earlier, can have long retirements. Over that time, a lot can happen. Here's how stress-testing can help you feel confident your retirement plan can withstand life's curveballs. bit.ly/3ymMgJp
Northstar Financial Planners was thrilled to sponsor the "Beat the Pro" challenge at the We R.I.S.E. for Autism Golf Classic on April 26, 2024, at the Jacaranda Golf Club. bit.ly/44nzZ3k
The Florida Retirement System's investment plan has some risks that you wouldn't necessarily have to be concerned about with the pension plan. One of those risks may surprise you. youtu.be/x6s1RUFu8QY?si…
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