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

Reassessing Retirement Assumptions

Reassessing Retirement Assumptions What makes financial sense for some baby boomers may not make sense for you. There is no “typical” retirement. Many baby boomers want one and believe that they will have one, and their futures may indeed unfold as planned. For others, the story will be different. Just as there is no routine retirement, there are no rote financial moves that should be made before or during this phase of life, and no universal truths about the retirement [...]

By |2017-03-28T08:17:30-04:00May 2nd, 2013|IRA, Retirement, Saving & Budgeting, Social Sercurity Planning|Comments Off on Reassessing Retirement Assumptions
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Setting Up Your Estate to Minimize Probate

Setting Up Your Estate to Minimize Probate What can you do to lessen its impact for your heirs?  Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees and court costs may eat up as much as 5% of a decedent’s accumulated assets. Think tens of thousands of dollars, perhaps more.1 What do those fees pay for? In many cases, routine clerical work. Few estates require more [...]

By |2017-03-28T08:17:30-04:00April 25th, 2013|Estate Planning, Personal Finance|Comments Off on Setting Up Your Estate to Minimize Probate
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Charitable Giving

You don’t need to be wealthy to make an impact and get a win-win. Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,” yet want to give, consider the following options which may bring you immediate or future tax deductions. Partnership gifts. These gifts are made via long-term arrangements between donors and recipient charities or non-profits, usually with [...]

By |2017-03-28T08:17:30-04:00April 11th, 2013|Charitable Giving, Estate Planning, Income Taxes|Comments Off on Charitable Giving
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IRA Contribution Reminder

IRA Contribution Reminder Here’s an important reminder: April 15 is the deadline for funding your IRA for 2012. (If you have a SEP IRA, you have until October 15 if you filed an extension on your personal tax return.) You may contribute up to $5,000 to a traditional IRA or a Roth IRA for the 2012 tax year. If you were 50 or older in 2012, your contribution limit is $6,000. (If you own multiple IRAs, your total IRA contributions [...]

By |2017-03-28T08:17:30-04:00March 28th, 2013|Financial Fitness, Investing, IRA|Comments Off on IRA Contribution Reminder
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What Does the Dow’s Record High Really Mean?

What Does the Dow’s Record High Really Mean? Does it signal anything more than bullish sentiment?  Next stop, 15,000? As the Dow Jones Industrial Average settled at a new all-time high of 14,253.77 on March 5, the psychological lift on Wall Street was undeniable – the market was finally back to where it was in 2007. Or was it?1  For many Americans, the Dow equals the stock market, and the stock market is a direct product of the economy. It [...]

By |2017-03-28T08:17:30-04:00March 14th, 2013|Business/Economic News, Stock Market|Comments Off on What Does the Dow’s Record High Really Mean?
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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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