NorthStar Financial & Retirement Planning, LLC

10/15/2026

Most people wait until April to think about taxes. By then most of the best moves are already off the table.

Q4 is actually one of the most important planning windows of the year. Maxing out retirement contributions, reviewing your investment allocations, and having a year end conversation with your advisor can make a real difference in what you keep.

Do not wait until December. Let us help you finish 2026 strong.

864-297-0762 | northstar65.com

10/13/2026

Here is something to look forward to. Retirees take an average of four to five leisure trips per year, more than any other age group.

Retirement is not the end of adventure. It is the beginning of it.

The key is having a financial plan that gives you the freedom to actually go. Let us help you build one.

864-297-0762 | northstar65.com

10/08/2026

Did you catch George & Travis on YourCarolina last week? They talked about one of the most common questions retirees have, how much can you actually spend without running out of money? If you missed it, here is the link to watch: https://www.wspa.com/video/northstar-9-30-26/12221775
Tune in next Wednesday for another NorthStar segment on YourCarolina!

10/06/2026

Fall is officially here and so is Q4. Wishing everyone a wonderful start to the season from all of us at NorthStar Financial.

10/01/2026

Here is something worth smiling about. Studies consistently show that people in their 60s and 70s report some of the highest levels of happiness and life satisfaction of any age group.

Retirement really can be the best years of your life. The key is having a plan that gives you the freedom to enjoy them.

Let us help you get there. 864-297-0762 | northstar65.com

09/29/2026

Did you catch George & Zach on YourCarolina last week? They discussed Social Security and what an upcoming cost of living increase could actually mean for your retirement income. If you missed it, here is the link to watch: https://www.wspa.com/video/northstar-september-23/12197355

Tune in tomorrow morning for another NorthStar segment on YourCarolina!

09/25/2026

Many married couples do not realize that a spouse may be eligible for up to 50% of their partner's Social Security benefit, even if they never worked outside the home.

Spousal benefits are one of the most overlooked pieces of retirement income planning. Knowing your options and timing your claim correctly can make a meaningful difference in what you receive each month.

Not sure what you are entitled to? Give us a call and we can walk you through it.

864-297-0762 | northstar65.com

09/22/2026

Most people spend decades saving for retirement without ever pinning down an actual number. So we want to ask, do you know yours?

Drop your answer in the comments. No judgment, just curiosity!

Whether you are just starting to think about it or have been planning for years, we are here to help you build a clear picture.

864-297-0762 | northstar65.com

09/17/2026

Working with a financial advisor is not just about growing your money. It is about having someone in your corner who knows your goals, your timeline, and your full financial picture.

People who work with an advisor tend to retire with more confidence — not just because of the numbers but because they have a plan they actually understand.

Ready to have someone in your corner? Give us a call.

864-297-0762 | northstar65.com

09/15/2026

Did you catch the NorthStar team on YourCarolina last week? If you missed it, check out our latest segment here: https://www.wspa.com/video/northstar-sc-retirement-rules/12151359
Tune in tomorrow morning at 9am for another NorthStar segment on YourCarolina!

Your Carolina