Retirement Planning | True North Financial Advisors, Inc

What Impact Does Chronic and Custodial Healthcare Costs Have on First Responders Financial Well-Being?

Financial well-being comes when we can meet current and future financial obligations, absorb financial setbacks, and keep driving towards financial goals, such as adequate retirement income. Life well-being comes when we live satisfying lives, full of meaning and purpose. We need financial well-being to enjoy life’s well-being, but it is life well-being that we seek. …

True North Financial Advisors Provides Financial Advice for Federal Employees to Manage Retirement Plan Benefits

Written by, Stephen Ostrofsky, CFP® True North Financial Advisors provides direction and advice to individuals who are current or former federal employees covered under the Federal Employee Retirement System (FERS). Federal Employees have three retirement benefits that need to be coordinated, including: the Basic FERS Benefit Plan, Social Security and the Thrift Savings Plan. True…

FRS Investment Plan Participants Can Obtain Personalized Investment Advice through Self-Directed Brokerage Accounts

Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice might seem elusive for many Florida Retirement System (FRS) Investment Plan participants. For many, the Self-Directed Brokerage Accounts (SDBAs), has gone unnoticed by PBSO deputy sheriffs and employees since 2014. In January 2014, the FRS announced the SDBA option for FRS Investment Plan investors to provide greater…

Will the All-Weather 60/40 Portfolio Allocation Regain its Luster for Investors?

Written by Stephen Ostrofsky, CFP® Most long-time investors can remember when interest rates were at a level which made bonds a viable asset class in portfolio allocations for most investment objectives and risk tolerances. As an asset class bonds provide portfolio stability as a reliable source of income and a hedge against stocks declines…

Category Archives: Retirement Planning

What Impact Does Chronic and Custodial Healthcare Costs Have on First Responders Financial Well-Being?

True North Financial Advisors Provides Financial Advice for Federal Employees to Manage Retirement Plan Benefits

FRS Investment Plan Participants Can Obtain Personalized Investment Advice through Self-Directed Brokerage Accounts

Will the All-Weather 60/40 Portfolio Allocation Regain its Luster for Investors?

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