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end of year money moves

Cash Alternatives for Charitable Giving

Cash Alternatives for Charitable Giving Thinking about donating? Think of these choices. The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart from just making a cash gift. Consider some of the alternatives. Keep in mind this article is for informational purposes only. It's not a replacement for real-life advice. Make sure to consult your tax [...]

By |2021-12-22T11:51:52-05:00December 22nd, 2021|Charitable Giving, end of year money moves|Comments Off on Cash Alternatives for Charitable Giving
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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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End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2018.                         What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2019 begins. Even [...]

By |2018-12-05T11:25:57-05:00December 5th, 2018|end of year money moves, Financial Fitness|Comments Off on End-of-the-Year Money Moves
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End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2017.    What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 begins. Even if your 2017 has been relatively uneventful, the end of [...]

By |2017-12-22T11:22:22-05:00December 7th, 2017|end of year money moves, Personal Finance, Saving & Budgeting, Savings and Investing|Comments Off on End-of-the-Year Money Moves
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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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