John Tidwell CSLP- Financial Advisor at North Star Resource Group

Think of retirement as having three phases (Go-Go, Slow-Go, No-Go) with different levels of activity, energy, and spending.

Let's talk about your retirement plan. Reach out to me directly to connect!

Did you know you can use more than one type of pension plan as you save for retirement? This can help you capture the benefits of each one.

Reach out to me directly if you would like to learn more on how I can help you with your future retirement.

To any and all parental figures, we celebrate you!

Have you ever wondered, “How can I make what money I have work for me?”

There are several ways you can make what money you have grow! These include keeping your money in a high-yield savings account or other high-interest account, setting a certain portion of your money aside for investing, and ensuring your investment portfolio is well-diversified.

If you’d like to talk through this further, shoot me a direct message!

A diversified portfolio does not assure a profit or protect against loss in a declining market.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Compound interest can be the difference between a large growth in an asset and modest growth.

It’s a crucial accumulation tool that can greatly increase the growth of an asset and is often a crucial component to a financial plan.

See how compound interest works for yourself:

What is the value of compound interest? | Free Calculator Use this free, no-obligation calculator to see the math behind saving sooner rather than later.

Some of your largest debt may come from student loans, but are you paying them off the smart way?

I am a Certified Student Loan Professional (CSLP) and I would be happy to connect and talk through refinancing your college debt. Contact me directly to chat.

One common mistake people can make when naming beneficiaries is to name someone who is "unavailable," such as a minor or a family member with special needs.

To avoid issues of unavailability, consider naming a trust as the beneficiary, instead of the individual.

If you’d like to talk through this further, shoot me a message!

Do you value a wider range of investment options, fewer overheads, and more flexibility in your retirement plan? An IRA might suit you.

Let's connect and see how I can assist you with your personal financial goals!

How much do you know about stocks?

How Stocks Work Understanding how a stock works is key to understanding your investments.

Inflation remains a top concern, but according to the Federal Reserve's John Williams, there could be hope on the horizon.

Here are the essential points to consider:

Inflation rates are currently high, causing financial strain for many.

💡 Fed's Williams predicts that inflation will start to decrease soon, offering potential relief.
This anticipated drop could ease economic pressures on both households and businesses.

Staying updated on these economic trends can help you make informed financial decisions in the coming months.

What are your thoughts on this potential shift? Could it signal broader economic changes ahead?



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Fed's Williams says inflation is too high but will start coming down soon With markets on edge over the direction of monetary policy, Williams offered no clear indication of where he is leaning with possible interest rate cuts.

Today is National Insurance Awareness Day! Today is a reminder to ensure you and your family are covered should an unexpected event happen. Your personal situation may change, so it never hurts to keep evaluating your insurance needs.

Please don't ever hesitate to reach out to me directly to see how I can help.

Happy first day of summer! Enjoy the season.

Check out the latest article for five compelling reasons to take action now and invest in your financial future through your 401(k).

5 Reasons to Invest in Your 401(k) Did you know that your savings can compound over time?

Did you know the flag is always flying at The White House, Fort McHenry, and the Iwo Jima Memorial?

Developing a retirement strategy? It's critical to know the differences between investment types.

Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

With deepest gratitude, we honor our fallen heroes who made the ultimate sacrifice for our freedom.

Thank you to all who have served our country. We honor and appreciate you today and every day.

The SECURE Act 2.0 created a provision to allow people to rollover unused funds from a 529 college savings account to a Roth IRA. Here's what you need to know.

Rollover Unused 529 Funds to a Roth IRA The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

📚👩‍🎓Navigating the financial side of college can be complex, especially with the recent overhaul of the FAFSA form.

The FAFSA, or Free Application for Federal Student Aid, is a crucial tool used to determine a student's eligibility for federal financial aid, including grants, loans, scholarships, and work-study program funds.

The form was revamped at the end of 2023 to be more streamlined. It now features fewer than 50 questions and is offered in 11 languages.

However, there have been some hiccups. Access to the form was delayed, and many families have reported technical glitches. The result? Applications are down nearly 60% from previous years.

Despite these issues, the Department of Education encourages all students considering college to submit a FAFSA form. You can also use online tools like the College Scorecard and the Federal Student Aid Estimator to help plan for future costs. 💻🧮

Remember, the deadline to submit a FAFSA form for the 2024-2025 school year is 11:59 p.m. CT on June 30, 2025. ⏰🗓️

Remember, education is an investment, and understanding the financial process is crucial to the journey. Stay informed and stay proactive in your planning!



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Financial aid for college in chaos amid new FAFSA Following the update of the FAFSA form, here’s what parents should know about the changes and what they can do to help their college-bound students.

Some of your largest debt may come from student loans, but are you paying them off the smart way? Feel free to reach out to me directly for more information about refinancing your college debt.

Join us in celebrating the vibrant history and culture of Mexico.

Last week I had the privilege of speaking at the 60th Anniversary Student National Medical Association Conference in New Orleans! It was such a pleasure to meet and connect with some of the attendees. I was honored to be able to speak about various financial planning topics that physicians should be thinking about.

I just want to thank you to Marissa Pharel, Deborah Otuno, and Jeavanie Desarmes for allowing me to be apart of this year’s conference.

In the Second Quarter 2024 Outlook, they discuss the Fed and investors looking past hotter than expected inflation data and what to expect the remainder of the year, including a possible uptick in volatility. Click here to read more: https://bit.ly/3VzvQaq

CIO Gene Goldman’s mother always advised him to look for both the potential bad as well as the good in any given situation. Join him on this week’s episode of as he puts that advice into practice, discussing what could derail present and why any pullback would likely be short-lived. https://bcove.video/3ZLBnJB