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Personal Finance

Measuring the Value of a Financial Professional

Measuring the Value of a Financial Professional Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question. Vanguard’s whitepaper, concluded that when an investor works with a professional and receives that level of investment advice, they may see a net portfolio return about 3% higher over time.1 How did this [...]

By |2021-07-02T13:21:31-04:00July 2nd, 2021|Personal Finance, Retirement|Comments Off on Measuring the Value of a Financial Professional
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2020 IRA Deadlines Are Approaching

2020 IRA Deadlines Are Approaching Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate December with important IRA deadlines. December 31, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. April 15, 2021 is the deadline for making annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts.1 Some people may not realize when they can make their [...]

By |2021-03-05T14:54:46-05:00March 5th, 2021|Personal Finance, Retirement|Comments Off on 2020 IRA Deadlines Are Approaching
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Year-End Estate Strategies

Year-End Estate Strategies What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review your preparations, especially when you're spending more time with your loved ones; even more important if you have a complicated estate that may need to get [...]

By |2020-11-13T11:45:58-05:00November 13th, 2020|Estate Planning, Personal Finance|Comments Off on Year-End Estate Strategies
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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?
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Eldercare Choices in the COVID-19 Era

Eldercare Choices in the COVID-19 Era Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room may cost over $100,000 a year.1 While you could [...]

By |2020-08-07T14:43:37-04:00August 7th, 2020|Eldercare, Healthcare, Personal Finance|Comments Off on Eldercare Choices in the COVID-19 Era
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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.

Cambridge’s Form CRS (Customer Relationship Summary)
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