Skip to content
North Star Wealth Management North Star Wealth Management
  • Home
  • About Us
    • About Us
    • Patrice L.J. Sinclair
    • Andrew S. Grabinski
    • Nicole M. Malow
    • About Raymond James
    • Why Work With a CFP
    • Team Recognitions
  • Our Difference
    • Our Difference
    • Our Approach
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • In the Community
  • Our Clients
    • Our Clients
    • Healthcare Professionals
    • Women Investors
    • Sudden Wealth
    • Families & Individuals
    • Pre-Retirees
    • Retirees
    • Business Owners
    • Corporate Executives
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Auburn Hills, MI-35G
    691 N Squirrel Road, Suite 222 Auburn Hills, MI 48326-2848 T: 248.373.2500 F: 866.522.9594 TF: 800.525.2731
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
  • Topic
    • Education
    • Families & Individuals
    • Housing
  • Media
    • Article
    • Calculator
The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Read
Read
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Tempted by the van life? Weigh these logistical trade-offs
What to consider if the van life is calling to your inner nomad.
Family & Lifestyle
Read
Leave a legacy that goes beyond money
Share something of significance and pass on so much more than money.
Estate & Giving
Read
Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
Read
Great wealth, great responsibility for elite young athletes
High-profile competitors – including those in college – can profit tremendously from name, image and likeness (NIL) deals.
Family & Lifestyle
Make data privacy a priority in 2023
As our lives become more digitally integrated, our data becomes more valuable.
Technology & Innovation
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Webinar replay - Ten Themes for 2023
1/10/2023
Chief Investment Officer Larry Adam shares the Investment Strategy committee's Ten Themes for 2023.
Markets & Investing
linkedinenvelope

Let us be your north star

North Star Wealth Management North Star Wealth Management
  • 691 N Squirrel Road, Suite 222 Auburn Hills, MI 48326-2848
  • T: 248.373.2500
  • F: 866.522.9594
  • TF: 800.525.2731
  • Map & Directions
  • Map & Directions

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use