Call Us Today! 1.774.773.3104|info@northlightfinancialservices.com
FacebookLinkedInEmail

info@northlightfinancialservices.com

About info@northlightfinancialservices.com

This author has not yet filled in any details.
So far info@northlightfinancialservices.com has created 310 blog entries.

Wise Decisions with Retirement in Mind

Wise Decisions with Retirement in Mind Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want, others don’t. Fate aside, it isn’t merely a matter of stock market performance or investment selection that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement happiness and comfort. Retire financially literate. Some retirees don’t know how much they don’t know. [...]

By |2017-03-28T08:17:26-04:00March 20th, 2014|Personal Finance, Retirement, Saving & Budgeting|Comments Off on Wise Decisions with Retirement in Mind
Read More

Asset Location & Timing to Reduce Taxes in Retirement

Asset Location & Timing to Reduce Taxes in Retirement Read this if you want to preserve more of your nest egg & lower your tax bill. Location, location, location ... It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control what happens with the tax code, but you can control how your savings are held. As various types of investments are taxed [...]

By |2017-03-28T08:17:26-04:00March 7th, 2014|Investing, Personal Finance, Stock Market|Comments Off on Asset Location & Timing to Reduce Taxes in Retirement
Read More

A Guide to 2014 Tax Law Changes

A Guide to 2014 Tax Law Changes (& More) While 2014 has not brought momentous changes to federal tax laws, there are many alterations and COLAs worth noting. In particular, the Affordable Care Act has prompted a few significant changes. Additionally, a host of tax provisions created during the recession expired at the end of last year. Some were scheduled to sunset at the end of 2012, but were extended. Their reinstatement for 2014 is left to Congress. The 2013 [...]

By |2017-03-28T08:17:26-04:00February 21st, 2014|Income Taxes, Personal Finance|Comments Off on A Guide to 2014 Tax Law Changes
Read More

Making Your Money Work Harder for Retirement

Making Your Money Work Harder for Retirement Little things you could do that could help you leave work a little sooner. Little things matter. When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, investing so that you don’t outlive your money, managing forms of risk. All of this is essential. Still, there are also little financial adjustments you can make at mid-life that may pay off significantly for you down the [...]

By |2017-03-28T08:17:26-04:00February 14th, 2014|Investing, Personal Finance, Retirement|Comments Off on Making Your Money Work Harder for Retirement
Read More

Organizing Your Paperwork for Tax Season

Organizing Your Paperwork for Tax Season If you haven’t done it, now’s the time. How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or the tax preparer working for you) this winter. Here are some tips to help you get ready: As a first step, look at your 2012 return. Unless your job, living situation or financial situation has changed notably since you last filed [...]

By |2017-03-28T08:17:27-04:00January 29th, 2014|Income Taxes, Personal Finance|Comments Off on Organizing Your Paperwork for Tax Season
Read More

Photo Credit

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

logo

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.

Cambridge’s Form CRS (Customer Relationship Summary)
Go to Top