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

Blog

Budgeting for Beginners

Budgeting for Beginners Getting started with you household budget.   Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that money to not only meet your day-to-day needs but also to potentially realize your financial goals. Rent payments may become mortgage payments, and socking away [...]

By |2020-10-30T11:35:40-04:00October 30th, 2020|Financial Fitness|Comments Off on Budgeting for Beginners
Read More

Facts About Medicare Open Enrollment

Facts About Medicare Open Enrollment How much do you know about the different coverage options?  Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an employer-sponsored group health plan.1 When you enroll in Medicare, you pay multiple premiums for multiple types of coverage (Parts A and B, as well as the Part D [...]

By |2020-10-08T13:22:52-04:00October 8th, 2020|Healthcare|Comments Off on Facts About Medicare Open Enrollment
Read More

Who is Your Trusted Contact?

Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions [...]

By |2020-10-08T13:17:31-04:00September 28th, 2020|Personal Finance|Comments Off on Who is Your Trusted Contact?
Read More

The Pros and Cons of Early Retirement Plan Rollovers

The Pros and Cons of Early Retirement Plan Rollovers Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early [...]

By |2020-09-18T10:09:10-04:00September 14th, 2020|IRA Rollover|Comments Off on The Pros and Cons of Early Retirement Plan Rollovers
Read More

College Funding Options

College Funding Options You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these plans allow you to save up to $15,000 per year for your child’s college costs without having to file an I.R.S. gift tax return. A married [...]

By |2020-08-28T14:18:26-04:00August 28th, 2020|College Savings, Savings and Investing|Comments Off on College Funding Options
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