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Annual Financial To-Do List

Annual Financial To-Do List Things you can do for your future as the year unfolds.  What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider:   Can you contribute more to your retirement plans this [...]

By |2019-11-05T11:03:39-05:00November 5th, 2019|end of year money moves, Financial Fitness|Comments Off on Annual Financial To-Do List
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Inventorying Your Possessions

Inventorying Your Possessions It is helpful for insurance purposes.  It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.1 Four Tips for Creating an Inventory. Creating an inventory may take a bit of upfront work, but it can pay future benefits in smoothing the claims settlement process with your insurer as well as increase the potential of receiving the maximum [...]

By |2019-11-05T10:56:48-05:00October 22nd, 2019|Financial Fitness|Comments Off on Inventorying Your Possessions
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The First RMD from Your IRA

That First RMD from Your IRA What you need to know.  When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1 If you fail to take your annual RMD or take out less than the required amount, the I.R.S. will notice. You will not only owe income taxes on the amount not withdrawn, you [...]

By |2019-10-16T13:13:32-04:00October 8th, 2019|IRA, Retirement|Comments Off on The First RMD from Your IRA
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How Medigap Choices Are Changing

How Medigap Choices Are Changing Plan F is fading away, and Plan G may gain more popularity.  Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable to buy Medigap Plan F or Plan C. These are the two Medicare Supplement policies that cover Medicare’s Part B deductible (currently $185).1,2 This change impacts new Medicare enrollees. If you already receive Medicare and you already have Plan F [...]

By |2019-09-24T10:26:00-04:00September 24th, 2019|Healthcare, Medicare|Comments Off on How Medigap Choices Are Changing
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What the SECURE Act Could Mean for Retirement Plans

What the SECURE Act Could Mean for Retirement Plans If passed, it would change some long-established retirement account rules.  If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives. This legislation could make Individual Retirement Accounts (IRAs) a more attractive component of retirement strategies and create a path for more [...]

By |2019-09-24T10:19:11-04:00September 5th, 2019|Congress, Retirement|Comments Off on What the SECURE Act Could Mean for Retirement Plans
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Photo Credit

Thank you to Salmon Falls Photography in Plymouth for use of their lovely photo in our header!

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Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice. Office of Supervisory Jurisdiction: 46 Accord Park Drive / Norwell, MA 02061 Phone: 781-878-4063 Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered: CA, FL, GA, HI, KY, IL, LA, MA, ME, NC, NE, NM, OR, RI, SC, TX, VT, WV. If we are not currently registered in your state please email us at info@northlightfinancialservices.com. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we could further discuss our services with you.

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