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So far info@northlightfinancialservices.com has created 310 blog entries.

The Top 12 Tax Frauds

The Top 12 Tax Frauds A look at the IRS “dirty dozen” list. Have you heard of the “dirty dozen?” Each year, the IRS lists the top 12 recurring federal tax offenses – frauds, cheats, feints and schemes that ethically challenged taxpayers, tax preparers and crooks try to perpetrate. Watch for these scams in all seasons, not just tax season. Identity theft. Casually discarded or displayed personal information is an open invitation to criminals. Even when we are vigilant, multiple [...]

By |2017-03-28T08:17:19-04:00April 24th, 2015|Business/Economic News, Income Taxes, Personal Finance|Comments Off on The Top 12 Tax Frauds
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Tax Efficiency in Retirement

Tax Efficiency in Retirement How much attention do you pay to this factor?    Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual rate. If you have saved and invested well, you may end up retiring at your current marginal tax rate or even a higher one. The jump in [...]

By |2017-03-28T08:17:19-04:00March 27th, 2015|Income Taxes, Investing, Retirement|Comments Off on Tax Efficiency in Retirement
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The Strong Dollar: Good or Bad?

The Strong Dollar: Good or Bad?  What is dollar strength & who invests in it?   You may have heard that the dollar is “strong” right now. You may have also heard that a strong dollar amounts to a headwind against commodities and stocks. While there is some truth to that, there is more to the story. A strong dollar does not necessarily rein in the bulls, and dollar strength can work for the economy and the markets.  The U.S. [...]

By |2017-03-28T08:17:20-04:00March 13th, 2015|Business/Economic News, Investing|Comments Off on The Strong Dollar: Good or Bad?
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A Roth IRA’s Many Benefits

A Roth IRA’s Many Benefits Why do so many people choose them over traditional IRAs?   The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced, it has become a fixture in many retirement planning strategies. The key argument for going Roth can be summed up in a sentence: Paying taxes on your retirement contributions today is better than paying taxes on your retirement savings tomorrow. Here is a closer look at the trade-off you [...]

By |2015-05-21T14:50:50-04:00February 27th, 2015|Financial Fitness, Roth IRA, Savings and Investing|Comments Off on A Roth IRA’s Many Benefits
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How Long Do You Have To Keep Your Statements?

How Long Do You Have To Keep Your Statements? A year? Seven years? It depends.    “You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment accounts? And how long should you keep bank statements before throwing them away? Your age, wealth & health might shape your answer. If you are not yet retired, then you may [...]

By |2017-03-28T08:17:20-04:00February 13th, 2015|Health Insurance, Income Taxes, Personal Finance|Comments Off on How Long Do You Have To Keep Your Statements?
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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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