What does it take to help a client who’s grieving? When someone is mourning the loss of a spouse, parent, or other family member or friend, advisors need to provide empathy as well as financial guidance. In episode nine, Robin Young joins the Beyond the Portfolio podcast to discuss her specialization serving women in moments of transition, especially widows, which often brings her face-to-face with clients who are grieving. Learn her advice for how to handle these types of emotional situations by listening here.

In our September webinar we will be discussing thriving and well-being based on healthy routines that support continued experience in five essential areas of life: Purpose and Vocation Community and Social Network Financial Physical Health and Wellness Building Resilience and Handling Challenges

Julie Fortin welcomes Dr. Robin Buckley, Executive Coach and Relationship Strategist, to discuss: The difference between couples therapy and couples coaching Why a business framework is more effective for some couples How it can be applied for success in a relationship

Did you know that 52% of individuals over age 65 will need some type of long-term care services in their lifetime? 14% of them will need it for longer than 5 years! The costs of in-home and out-of-home care are both rising annually and are not covered by Medicare. Not only could these expenses drain your retirement account, but could potentially place a financial burden on the other members of your family. Award-winning long-term care specialist, Margie Barrie, joins us to discuss these and other pressing matters regarding long-term care and how you can start to plan for it.

The uncertainties of the past year and the COVID-19 pandemic have really been reason to pause and reflect on some of life's deeper questions: What events and people have influenced who I am today?

How often do you examine your relationship with "stuff'? When you are in your home or office and you take a look around, would you say the things you see bring meaning or add value to your life? Join the Northstar team and local Feng Shui guru, Natalie LaBonte, as we discuss creating new relationships with our surroundings that fuel balance, peace, and even your wildest dreams.