Northstar Financial Planning- Windham, NH

05/28/2026

Financial clarity starts with awareness.

This quick assessment can help you better understand where you stand and where you may want support.

Take the assessment:
https://f.mtr.cool/tgbkqyuybp

05/26/2026

Will our money last?
Are we making the right decisions?
What happens if we get it wrong?

Kate and Matt had those same questions.

This case study walks through how we helped them create a clear, sustainable plan so they could move forward with confidence.

If you are thinking about retirement and wondering where to start, you are not alone.

Explore the full case study: https://f.mtr.cool/mlaopxzszz

05/24/2026

Honoring those who served and sacrificed for our country today and always.

In observance of the holiday, the Northstar Financial Planning office will be closed tomorrow, Monday, May 25th.

05/20/2026

Financial planning isn’t about more data, it’s about alignment.

Your goals.
Your values.
Your life.

Let’s build a plan that truly fits.

05/15/2026

Not everything in life goes according to plan.
Divorce. Loss. Retirement. Unexpected change.

These moments can feel overwhelming, but they’re also where clarity can begin.

Northstar’s team helps you navigate what’s next with intention, care, and support. You don’t have to figure it out alone.

If you are navigating a transition, we’re here for you: https://f.mtr.cool/ymynnaocnl

05/11/2026

Some of the biggest financial questions don’t come during the divorce process. They come after.

If you’ve been wondering what happens next, how to protect what you’ve built, or whether your financial future is secure, you’re not alone.

Join us for a thoughtful conversation around life after divorce planning and the steps that are often overlooked.

Reserve your spot at the link in our most recent story.

04/24/2026

How you feel about your finances doesn’t only affect your finances.

It shows up in your relationships, your work, and how much space you feel like you have in your day-to-day life.

That’s why financial wellness isn’t just about numbers. It’s about clarity, confidence, and feeling steady in the decisions you’re making.

If you’ve ever wondered “Am I actually on track?” or “Why does this still feel heavy?”—this is a good place to start.

👉 Take this quick Financial Wellness assessment to get a clearer picture of where you are today—and where you might want to go next:
https://measure.datapoints.com/survey/e/i9U58sqIFjXlEIUJ5zD8

Learn about your investing mindset during times of market changes with this short quiz.

04/23/2026

Are you your own worst enemy?

Global conflicts and geopolitical tensions can be unsettling, but history shows that markets have continued to move forward even during periods of significant political and economic disruption. Because markets quickly incorporate new information, reacting to headlines by making sudden investment changes may not serve long-term investors well.

Dimensional recently shared a perspective on how investors can think about geopolitical risk and market behavior.

Watch the Dimensional Video here.

How well do YOU manage the emotional side of investing? Take our 1-2 minute market mindset quiz to find out: https://measure.datapoints.com/survey/e/i9U58sqIFjXlEIUJ5zD8

04/16/2026

Some people bring structure.
Some people bring warmth.

Rachel brings both.

As part of our Meet the Team series, we’re highlighting Rachel DeCarolis—a partner who is incredibly detail-oriented, deeply thoughtful, and (as her teammates will tell you) quietly funny in the best way.

She has a natural ability to make people feel comfortable, which is especially important in the moments when financial decisions feel heavier or more personal.

When we asked her what well-being means, her answer was simple:

Quieting the mind.
Finding moments to pause.
Letting creativity flow.

It’s something she practices—and something she helps create for the people around her.

04/15/2026

Tax Season May Be Ending…But Our Work is Never Done

Once the April deadline passes, most people put taxes out of mind until next year.

At Northstar, we take a different approach. Knowing that tax planning is a year-round discipline, we continuously monitor changes in tax law, evaluate how evolving regulations impact your financial picture, and proactively adjust strategies to ensure your investments and overall plan are structured in the most tax-advantaged way possible.

Whether it's identifying opportunities for tax-loss harvesting, optimizing retirement contributions, or coordinating with your CPA on broader planning strategies, our goal is to make sure nothing is left on the table.