WE ARE HIRING – CLIENT SERVICE ASSOCIATE

Title: Client Service Associate Job Description: The Client Associate at All Star Financial serves a critical role in the firm’s success. They must be able to communicate and build a professional rapport with clients. The Client Associate must be extremely detail oriented and have the ability to efficiently complete multiple tasks per day. They will primarily.. read more →

Charitable Gifting Strategy: Avoid Cash Donations

Many individuals and families find quantitative and qualitative benefits to contributing to non-profit organizations. Although the tax benefits have changed for some taxpayers due to the new tax reform that goes into effect in 2018, charitable contributions will continue to be an area that having appropriate planning will make a significant difference in the efficiency.. read more →

President Elect – Donald J. Trump

Dear Clients & Friends, Wow. The result that Donald Trump will be the next President of the United States has surprised the pundits, pollsters, experts, and financial markets. As we all watched the voting results coming in last night I am sure you all also noticed the immediate impact that the anticipation had on the.. read more →

Having “The Talk” With Aging Parents

With 76 million people being born between the years 1946 and 1964, a lot of attention has been given to the Baby Boomer Generation’s impact on society- its sheer size forces the issue.  The Social Security Administration reports that everyday around 11,000 people within this demographic turns 65 years old and 10,000 of those are.. read more →

What All Star’s Reading #3

We are bringing back an old classic, “What All Star’s Reading”! This blog installment will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our valued client. The articles we share will be geared towards you and we hope they.. read more →

Brexit Update

Dear Clients & Friends, We wanted to send you a quick note as we live through another historic day in the story of our global economy. The global reaction to the BREXIT decision (U.K.’s referendum to leave the European Union) is causing a plunge in world stocks today. We believe your portfolios are in a.. read more →

Estate Planning Basics Part III: Gifting

I often meet with clients who believe they are able to just “give away” something to a friend or family member without any consequence. Today I will not only make an effort to bring some clarity to that thought, but suggest how you can use gifting to your advantage when planning your estate. Unfortunately, in.. read more →

Estate Planning Basics Part II: Trusts

Trusts. When most people hear the word “Trust”, there is an assumption that it comes as part of a package deal with a silver spoon; however, this is not always the case. Trusts may be more relevant for your situation than you think. For example, if you are a parent of minor children, drafting a.. read more →