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Financial Fitness

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 an excellent 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 |2020-12-10T10:01:25-05:00December 10th, 2020|Financial Fitness|Comments Off on Annual Financial To-Do List
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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
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Federal Student Loan Relief – CARES Act

Federal Student Loan Relief How does it work? What should you do?  Are you or someone you know currently making federal student loan payments? In light of the COVID-19 pandemic, some welcome relief may be on the way. Thanks to the recent passage of the CARES Act, the U.S. Department of Education will allow you to temporarily halt your federal student loan payments from March 13, 2020 until September 30, 2020.1 What should you do next? At this time, no [...]

By |2020-05-19T14:55:29-04:00May 19th, 2020|Financial Fitness, Student Loans|Comments Off on Federal Student Loan Relief – CARES Act
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Health Care Costs are Cutting into Retirement Preparations

Health Care Costs Are Cutting into Retirement Preparations This is happening in subtle and not-so-subtle ways.  You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the big picture of retirement planning.1 Individual retirement savings strategies [...]

By |2020-02-13T13:29:23-05:00February 6th, 2020|Financial Fitness, Healthcare|Comments Off on Health Care Costs are Cutting into Retirement Preparations
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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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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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