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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 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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Inventorying Your Possessions

Inventorying Your Possessions It is helpful for insurance purposes.  It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.1 Four Tips for Creating an Inventory. Creating an inventory may take a bit of upfront work, but it can pay future benefits in smoothing the claims settlement process with your insurer as well as increase the potential of receiving the maximum [...]

By |2019-11-05T10:56:48-05:00October 22nd, 2019|Financial Fitness|Comments Off on Inventorying Your Possessions
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Taking Charge of Your Financial Life

Taking Charge of Your Financial Life Delegating responsibilities to others may lead to problems down the road.  When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This is a perfectly fine way to divvy up household tasks and chores. One household task it’s valuable for both [...]

By |2019-06-24T11:45:30-04:00June 24th, 2019|Financial Fitness, Personal Finance|Comments Off on Taking Charge of Your Financial Life
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Insurance When You’re Young and Single

Insurance When You’re Young and Single Coverage can be a great comfort, even in youth.   The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken your first job, and even, rented your first apartment. With this new freedom comes real responsibilities, including protecting yourself from the financial risks that life presents. Auto. Once you are no longer covered on your parents’ policy, you will need to find insurance coverage [...]

By |2019-05-24T10:34:51-04:00May 23rd, 2019|Financial Fitness|Comments Off on Insurance When You’re Young and Single
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The Shred Party: What to Get Rid of and What to Keep?

The Shred Party What should you get rid of and hold on to? When and why?  If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have presented a fun and easy way for folks to rid themselves of paper clutter. Sometimes, it’s more than just paper, as some industrial-sized [...]

By |2019-05-14T14:03:32-04:00May 9th, 2019|Financial Fitness|Comments Off on The Shred Party: What to Get Rid of and What to Keep?
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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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