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Greetings!
Winter has arrived with a bang and thankfully the purchase of a new generator for Northstar! We hope all of you endured the storm with little disruption and appreciate your patience with our power challenges.
Please join us in welcoming Maria Hostage to our team. Maria has two grown children, Maya age 29 and Kathryn age 24 and lives in NH with her husband Pete. She has a wonderfully varied background from working in the investment world, to owning a music school to acting! She will be answering yours calls in the afternoon and assisting us with many projects, so please give her a warm welcome!
We were fortunate enough to be involved in two Nazrudin events this fall. Nazrudin is one of the longest running leaderless groups in the country and is an international think tank of professionals interested in furthering the conversation on the intersection of life and money. In September, Northstar hosted the New England region Nazrudin meeting and in early October, Robin attended the annual Nazrudin gathering held in Nashville TN. There were many valuable take-aways from these two meetings and we will be sharing them with you in our meetings.
As the year draws to a close, our focus turns to completing your tax planning strategies. Throughout our meetings this year, we have been directing your attention to areas of potential opportunity such as; Required Minimum Distribution (RMD) planning, IRA to Roth conversions, charitable gifting opportunities and tax loss harvesting. These successful strategies have provided great value to our clients this year. Additionally, we continue to remain in frequent contact with your tax advisors. Working together, we can provide you the most cohesive investment and tax advice tailored to your unique situation. If you have any lingering year-end tax questions, please do not hesitate to call the office.
We will be sending out a survey this month to gauge your interest in several webinar topics we have been considering; Transition Planning, Women, Meaning and Money, Investments and Long Term Care etc. The survey will give you an opportunity to provide feedback on our services. Please take a few moments and let us know what you think!
In this month of gratitude, where we sit down together to give heartfelt thanks for the many good things in our lives, we would like to share Sam Hull's Life Perspective story shown below. Sam is Robin's former business partner and is a dear friend and we are indeed grateful that he continues to bless our lives with his wisdom and willingness to share his experiences.
We encourage you to savor the blessings in your life and want you to know that we are deeply grateful for the relationship we have with you!
Happy Thanksgiving!
Robin and your Northstar Team | 
The Zen of Investing